Geneos Wealth Management
TMSL icon

Geneos Wealth Management’s T. Rowe Price Small-Mid Cap ETF TMSL Stock Holding History

Geneos Wealth Management’s Portfolio TMSL Stock Details TMSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$38.5K Buy
946
+96
+11% +$4.11K ﹤0.01% 1812
2026
Q2 		$37.3K Buy
+850
New +$34.7K ﹤0.01% 1578
2025
Q3 		– Sell
-530
Closed -$17.4K – 3134
2025
Q2 		$17.4K Hold
530
– – ﹤0.01% 2093
2025
Q1 		$16.2K Buy
+530
New +$17.2K ﹤0.01% 2046

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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Watchman Group
Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return
Kendall Capital Management
Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HighPoint Advisor Group
HighPoint Advisor Group Downers Grove, Illinois $2.86B AUM 18.73% 1-Year Est. Return
CMH Wealth Management
CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Geneos Wealth Management's TMSL Position: Q3 2026 in Review

Geneos Wealth Management increased its T. Rowe Price Small-Mid Cap ETF (TMSL) stake by 11% in Q3 2026, buying an estimated $4.11K and bringing the position to 946 shares worth $38.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1812.

Geneos Wealth Management first reported a position in TMSL in Q1 2025 and has held it in 4 quarters since. 119 funds tracked by Wall St. Rank hold TMSL as of Q3 2026.

  • Geneos Wealth Management held 946 shares of T. Rowe Price Small-Mid Cap ETF worth $38.5K as of Q3 2026.
  • Geneos Wealth Management bought 96 T. Rowe Price Small-Mid Cap ETF shares in Q3 2026, an estimated $4.11K.
  • T. Rowe Price Small-Mid Cap ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #1812 holding.
  • Geneos Wealth Management first reported a position in T. Rowe Price Small-Mid Cap ETF in Q1 2025 and has held it in 4 quarters since.
  • 119 funds tracked by Wall St. Rank held T. Rowe Price Small-Mid Cap ETF as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.