Geneos Wealth Management’s Day Hagan/Ned Davis Research Smart Sector ETF SSUS Stock Holding History

Geneos Wealth Management’s Portfolio SSUS Stock Details SSUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-208	Closed	-$10.1K	–	2557
2025 Q4	$10.1K	Hold	208	–	–	﹤0.01%	1962
2025 Q3	$10K	Buy	+208	New	+$9.64K	﹤0.01%	1963
2022 Q2	–	Sell	-928	Closed	-$33K	–	2782
2022 Q1	$33K	Buy	+928	New	+$33K	﹤0.01%	1561

Other funds holding SSUS

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

PSP

Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Geneos Wealth Management's SSUS Position: Q1 2026 in Review

Geneos Wealth Management sold out of Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) in Q1 2026, closing a stake of 208 shares — an estimated $10.1K sold.

Geneos Wealth Management first reported a position in SSUS in Q1 2022 and held it in 3 quarters. The position peaked at $33K in Q1 2022. 67 funds tracked by Wall St. Rank hold SSUS as of Q1 2026.

Geneos Wealth Management reported no remaining Day Hagan/Ned Davis Research Smart Sector ETF position as of Q1 2026 after selling out during the quarter.
Geneos Wealth Management sold 208 Day Hagan/Ned Davis Research Smart Sector ETF shares in Q1 2026, an estimated $10.1K.
Geneos Wealth Management first reported a position in Day Hagan/Ned Davis Research Smart Sector ETF in Q1 2022 and held it in 3 quarters.
Geneos Wealth Management's Day Hagan/Ned Davis Research Smart Sector ETF position peaked at $33K in Q1 2022.
67 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.