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Geneos Wealth Management’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Geneos Wealth Management’s Portfolio SPGM Stock Details SPGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$649K Hold
7,571
– – 0.01% 656
2026
Q1 		$573K Hold
7,571
– – 0.01% 648
2025
Q4 		$581K Hold
7,571
– – 0.01% 626
2025
Q3 		$567K Buy
7,571
+3,240
+75% +$232K 0.01% 618
2025
Q2 		$299K Buy
4,331
+3,300
+320% +$212K 0.01% 863
2025
Q1 		$64.4K Hold
1,031
– – ﹤0.01% 1348
2024
Q4 		$65.3K Hold
1,031
– – ﹤0.01% 1214
2024
Q3 		$66.8K Buy
1,031
+400
+63% +$24.8K ﹤0.01% 1092
2024
Q2 		$38.4K Hold
631
– – ﹤0.01% 1154
2024
Q1 		$37.7K Hold
631
– – ﹤0.01% 1168
2023
Q4 		$34.9K Hold
631
– – ﹤0.01% 1180
2023
Q3 		$31.9K Hold
631
– – ﹤0.01% 1211
2023
Q2 		$33K Sell
631
-136
-18% -$6.89K ﹤0.01% 1209
2023
Q1 		$38.3K Hold
767
– – ﹤0.01% 1153
2022
Q4 		$35.8K Sell
767
-19,985
-96% -$927K ﹤0.01% 1165
2022
Q3 		$887K Buy
20,752
+665
+3% +$31.5K 0.06% 275
2022
Q2 		$929K Sell
20,087
-149,766
-88% -$7.48M 0.05% 336
2022
Q1 		$9.31M Buy
169,853
+10,776
+7% +$589K 0.4% 47
2021
Q4 		$9.2M Buy
159,077
+123,524
+347% +$7.08M 0.35% 55
2021
Q3 		$1.96M Buy
35,553
+422
+1% +$23.7K 0.08% 251
2021
Q2 		$1.96M Sell
35,131
-97,968
-74% -$5.35M 0.08% 242
2021
Q1 		$7.25M Buy
133,099
+675
+0.5% +$34.6K 0.2% 113
2020
Q4 		$6.98M Buy
132,424
+1,187
+0.9% +$54.9K 0.28% 76
2020
Q3 		$5.6M Buy
131,237
+313
+0.2% +$13.4K 0.29% 77
2020
Q2 		$5.08M Sell
130,924
-1,269
-1% -$47.5K 0.28% 81
2020
Q1 		$4.43M Buy
132,193
+698
+0.5% +$27.9K 0.3% 75
2019
Q4 		$5.66M Buy
+131,495
New +$5.46M 0.3% 89

Other funds holding SPGM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return
SF
Schaeffer Financial Rockville, Maryland $129M AUM 15.82% 1-Year Est. Return

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

Geneos Wealth Management held its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) position steady in Q2 2026 at 7,571 shares worth $649K. The position accounts for 0.01% of the portfolio, ranked #656.

Geneos Wealth Management first reported a position in SPGM in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.31M in Q1 2022. 180 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • Geneos Wealth Management held 7,571 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $649K as of Q2 2026.
  • Geneos Wealth Management left its State Street SPDR Portfolio MSCI Global Stock Market ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #656 holding.
  • Geneos Wealth Management first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • Geneos Wealth Management's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $9.31M in Q1 2022.
  • 180 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

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