GeoWealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$285K Buy
1,021
+153
+18% +$42.7K 0.01% 558
2025
Q1
$184K Sell
868
-56
-6% -$11.8K 0.01% 679
2024
Q4
$224K Sell
924
-71
-7% -$17.2K 0.01% 721
2024
Q3
$244K Buy
+995
New +$244K 0.01% 658