Michael Gelband’s VanEck Semiconductor ETF SMH Stock Holding History

Michael Gelband’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	$223M	Buy	340,000 +338,500	+22,567%	+$185M	1.44%	12
2026 Q1	$574K	Buy	+1,500	New	+$596K	﹤0.01%	1155
2025 Q3	–	Sell	-2,800	Closed	-$781K	–	1979
2025 Q2	$781K	Buy	+2,800	New	+$649K	0.01%	1035
2024 Q4	–	Sell	-10,000	Closed	-$2.45M	–	2005
2024 Q3	$2.45M	Sell	10,000 -530,000	-98%	-$129M	0.01%	652
2024 Q2	$141M	Buy	540,000 +482,500	+839%	+$113M	0.96%	13
2024 Q1	$12.9M	Buy	+57,500	New	+$11.6M	0.1%	170
2019 Q3	–	Sell	-50,000	Closed	-$2.75M	–	1614
2019 Q2	$2.75M	Buy	+50,000	New	+$2.72M	0.11%	122

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

Michael Gelband's SMH Position: Q2 2026 in Review

Michael Gelband opened a new position in VanEck Semiconductor ETF (SMH) in Q2 2026: 4,257 shares worth $2.79M. The stake represents 0.02% of the portfolio and ranks #689 among its holdings. This is a return to the name: Michael Gelband previously reported a position in SMH as recently as Q3 2024.

Michael Gelband first reported a position in SMH in Q3 2019 and has held it in 6 quarters since. The position peaked at $3.64M in Q2 2020. 1,546 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Michael Gelband held 4,257 shares of VanEck Semiconductor ETF worth $2.79M as of Q2 2026.
VanEck Semiconductor ETF was a new Michael Gelband position in Q2 2026.
VanEck Semiconductor ETF made up 0.02% of Michael Gelband's portfolio in Q2 2026, its #689 holding.
Michael Gelband first reported a position in VanEck Semiconductor ETF in Q3 2019 and has held it in 6 quarters since.
Michael Gelband's VanEck Semiconductor ETF position peaked at $3.64M in Q2 2020.
1,546 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on ExodusPoint Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.