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Geneos Wealth Management’s Semtech SMTC Stock Holding History

Geneos Wealth Management’s Portfolio SMTC Stock Details SMTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-11,253
Closed -$508K – 3083
2025
Q2 		$508K Sell
11,253
-10,615
-49% -$378K 0.01% 703
2025
Q1 		$752K Buy
+21,868
New +$1.08M 0.01% 758

Other funds holding SMTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geneos Wealth Management's SMTC Position: Q3 2025 in Review

Geneos Wealth Management sold out of Semtech (SMTC) in Q3 2025, closing a stake of 11,253 shares — an estimated $508K sold.

Geneos Wealth Management first reported a position in SMTC in Q1 2025 and held it in 2 quarters. The position peaked at $752K in Q1 2025. 350 funds tracked by Wall St. Rank hold SMTC as of Q3 2025.

  • Geneos Wealth Management reported no remaining Semtech position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 11,253 Semtech shares in Q3 2025, an estimated $508K.
  • Geneos Wealth Management first reported a position in Semtech in Q1 2025 and held it in 2 quarters.
  • Geneos Wealth Management's Semtech position peaked at $752K in Q1 2025.
  • 350 funds tracked by Wall St. Rank held Semtech as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.