A detailed history of Geneos Wealth Management Inc. transactions in Smartfinancial Inc. stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 18,630 shares of SMBK stock, worth $630,066. This represents 0.02% of its overall portfolio holdings.

Number of Shares
18,630
Previous 6,210 200.0%
Holding current value
$630,066
Previous $193,000 225.91%
% of portfolio
0.02%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 18, 2025

BUY
$27.11 - $33.78 $336,706 - $419,547
12,420 Added 200.0%
18,630 $629,000
Q1 2025

May 21, 2025

SELL
$29.39 - $36.82 $365,023 - $457,304
-12,420 Reduced 66.67%
6,210 $193,000
Q1 2025

May 07, 2025

BUY
$29.39 - $36.82 $365,023 - $457,304
12,420 Added 200.0%
18,630 $579,000
Q4 2024

Jan 21, 2025

BUY
$28.3 - $36.86 $175,743 - $228,900
6,210 New
6,210 $192,000
Q1 2022

May 16, 2022

SELL
$25.4 - $28.27 $326,771 - $363,693
-12,865 Closed
0 $0
Q3 2021

Nov 09, 2021

SELL
$23.58 - $26.16 $101,134 - $112,200
-4,289 Reduced 25.0%
12,865 $335,000
Q2 2020

Sep 07, 2021

BUY
$12.34 - $17.18 $211,680 - $294,705
17,154 New
17,154 $259,000

Others Institutions Holding SMBK

About SMARTFINANCIAL INC.


  • Ticker SMBK
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 16,887,600
  • Market Cap $571M
  • Description
  • SmartFinancial, Inc. operates as the bank holding company for SmartBank that provides various financial services to individuals and corporate customers. It operates through Commercial Real Estate, Consumer Real Estate, Construction and Land Development, Commercial and Industrial, and Consumer and Other segments. The company offers noninterest-be...
More about SMBK
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.