GeoWealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

GeoWealth Management’s Portfolio SMH Stock Details SMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$523K	Sell	795 -649	-45%	-$354K	0.02%	486
2026 Q1	$554K	Buy	1,444 +893	+162%	+$355K	0.02%	451
2025 Q4	$199K	Buy	+551	New	+$193K	0.01%	670
2025 Q3	–	Sell	-1,021	Closed	-$285K	–	1154
2025 Q2	$285K	Buy	1,021 +153	+18%	+$35.5K	0.01%	558
2025 Q1	$184K	Sell	868 -56	-6%	-$13.4K	0.01%	679
2024 Q4	$224K	Sell	924 -71	-7%	-$17.6K	0.01%	721
2024 Q3	$244K	Buy	+995	New	+$242K	0.01%	658

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JRP

Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return

GeoWealth Management's SMH Position: Q2 2026 in Review

GeoWealth Management reduced its VanEck Semiconductor ETF (SMH) stake by 45% in Q2 2026, selling an estimated $354K and leaving 795 shares worth $523K. The position accounts for 0.02% of the portfolio, ranked #486.

GeoWealth Management first reported a position in SMH in Q3 2024 and has held it in 7 quarters since. The position peaked at $554K in Q1 2026. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

GeoWealth Management held 795 shares of VanEck Semiconductor ETF worth $523K as of Q2 2026.
GeoWealth Management sold 649 VanEck Semiconductor ETF shares in Q2 2026, an estimated $354K.
VanEck Semiconductor ETF made up 0.02% of GeoWealth Management's portfolio in Q2 2026, its #486 holding.
GeoWealth Management first reported a position in VanEck Semiconductor ETF in Q3 2024 and has held it in 7 quarters since.
GeoWealth Management's VanEck Semiconductor ETF position peaked at $554K in Q1 2026.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.