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Geneos Wealth Management’s Smith & Nephew SNN Stock Holding History

Geneos Wealth Management’s Portfolio SNN Stock Details SNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$53.6K Sell
1,861
-1,298
-41% -$40.3K ﹤0.01% 1434
2026
Q1 		$100K Hold
3,159
– – ﹤0.01% 1172
2025
Q4 		$104K Hold
3,159
– – ﹤0.01% 1140
2025
Q3 		$115K Sell
3,159
-1,166
-27% -$40.2K ﹤0.01% 1077
2025
Q2 		$132K Buy
4,325
+176
+4% +$4.96K ﹤0.01% 1139
2025
Q1 		$118K Buy
4,149
+541
+15% +$14.5K ﹤0.01% 1094
2024
Q4 		$88.7K Buy
3,608
+237
+7% +$6.28K ﹤0.01% 1111
2024
Q3 		$105K Buy
3,371
+212
+7% +$6.29K ﹤0.01% 949
2024
Q2 		$78.3K Hold
3,159
– – ﹤0.01% 935
2024
Q1 		$80.1K Hold
3,159
– – ﹤0.01% 919
2023
Q4 		$86.2K Sell
3,159
-50
-2% -$1.24K ﹤0.01% 881
2023
Q3 		$79.5K Hold
3,209
– – ﹤0.01% 936
2023
Q2 		$103K Hold
3,209
– – 0.01% 867
2023
Q1 		$89.6K Hold
3,209
– – 0.01% 875
2022
Q4 		$86.3K Buy
3,209
+39
+1% +$979 0.01% 870
2022
Q3 		$73K Buy
3,170
+3,092
+3,964% +$79.3K 0.01% 900
2022
Q2 		$2K Sell
78
-152
-66% -$4.73K ﹤0.01% 2424
2022
Q1 		$7K Buy
230
+152
+195% +$5.1K ﹤0.01% 2248
2021
Q4 		$2K Hold
78
– – ﹤0.01% 2607
2021
Q3 		$2K Sell
78
-160
-67% -$6.3K ﹤0.01% 2668
2021
Q2 		$10K Sell
238
-6,509
-96% -$274K ﹤0.01% 2212
2021
Q1 		$291K Buy
6,747
+450
+7% +$18.6K 0.01% 814
2020
Q4 		$8K Buy
6,297
+6,046
+2,409% +$239K ﹤0.01% 2325
2020
Q3 		$9K Buy
251
+16
+7% +$644 ﹤0.01% 1996
2020
Q2 		$8K Sell
235
-31
-12% -$1.23K ﹤0.01% 1998
2020
Q1 		$9K Hold
266
– – ﹤0.01% 1870
2019
Q4 		$12K Hold
266
– – ﹤0.01% 1904
2019
Q3 		$12K Sell
266
-1,332
-83% -$61.2K ﹤0.01% 1822
2019
Q2 		$69K Sell
1,598
-9,182
-85% -$380K ﹤0.01% 1050
2019
Q1 		$432K Sell
10,780
-2,044
-16% -$78.6K 0.03% 438
2018
Q4 		$477K Sell
12,824
-666
-5% -$24K 0.04% 389
2018
Q3 		$500K Buy
13,490
+7,421
+122% +$268K 0.03% 389
2018
Q2 		$227K Sell
6,069
-8,819
-59% -$328K 0.02% 537
2018
Q1 		$567K Sell
14,888
-666
-4% -$24.1K 0.05% 282
2017
Q4 		$544K Buy
15,554
+15,042
+2,938% +$547K 0.05% 301
2017
Q3 		$18K Sell
512
-768
-60% -$27.3K ﹤0.01% 1373
2017
Q2 		$44K Hold
1,280
– – ﹤0.01% 973
2017
Q1 		$39K Hold
1,280
– – ﹤0.01% 983
2016
Q4 		$38K Hold
1,280
– – 0.01% 942
2016
Q3 		$41K Hold
1,280
– – 0.01% 890
2016
Q2 		$44K Buy
1,280
+493
+63% +$16.7K 0.01% 854
2016
Q1 		$26K Buy
+787
New +$25.8K ﹤0.01% 1013

Other funds holding SNN

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Geneos Wealth Management's SNN Position: Q2 2026 in Review

Geneos Wealth Management reduced its Smith & Nephew (SNN) stake by 41% in Q2 2026, selling an estimated $40.3K and leaving 1,861 shares worth $53.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1434.

Geneos Wealth Management first reported a position in SNN in Q1 2016 and has held it in 42 quarters since. The position peaked at $567K in Q1 2018. 294 funds tracked by Wall St. Rank hold SNN as of Q2 2026.

  • Geneos Wealth Management held 1,861 shares of Smith & Nephew worth $53.6K as of Q2 2026.
  • Geneos Wealth Management sold 1,298 Smith & Nephew shares in Q2 2026, an estimated $40.3K.
  • Smith & Nephew made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1434 holding.
  • Geneos Wealth Management first reported a position in Smith & Nephew in Q1 2016 and has held it in 42 quarters since.
  • Geneos Wealth Management's Smith & Nephew position peaked at $567K in Q1 2018.
  • 294 funds tracked by Wall St. Rank held Smith & Nephew as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.