Geneos Wealth Management Inc. First Tr Exch Trd Fd Viii Firs Transaction History

Geneos Wealth Management Inc.

$2.6 Billion
Q3 2024

A detailed history of Geneos Wealth Management Inc. transactions in First Tr Exch Trd Fd Viii Firs stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,400 shares of DEED stock, worth $28,868. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,400

Previous 2,204 36.48%

Holding current value

$28,868

Previous $45,000 33.33%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$20.51 - $21.98 $16,490 - $17,671	-804 Reduced 36.48%	1,400 $30,000
Q2 2024 Jul 23, 2024	BUY	$19.92 - $20.94 $6,912 - $7,266	347 Added 18.69%	2,204 $45,000
Q1 2024 May 03, 2024	SELL	$20.4 - $21.11 $6,976 - $7,219	-342 Reduced 15.55%	1,857 $38,000
Q4 2023 Jan 26, 2024	SELL	$19.32 - $21.23 $199,614 - $219,348	-10,332 Reduced 82.45%	2,199 $46,000
Q3 2023 Oct 11, 2023	BUY	$19.97 - $21.34 $1,377 - $1,472	69 Added 0.55%	12,531 $250,000
Q2 2023 Aug 08, 2023	BUY	$21.14 - $21.92 $9,386 - $9,732	444 Added 3.69%	12,462 $266,000
Q1 2023 Apr 25, 2023	BUY	$21.0 - $22.1 $66,192 - $69,659	3,152 Added 35.55%	12,018 $261,000
Q4 2022 Jan 30, 2023	BUY	$20.43 - $21.75 $4,065 - $4,328	199 Added 2.3%	8,866 $186,000
Q3 2022 Nov 14, 2022	BUY	$21.26 - $23.46 $24,704 - $27,260	1,162 Added 15.48%	8,667 $186,000
Q2 2022 Jul 22, 2022	BUY	$22.27 - $24.14 $97,319 - $105,491	4,370 Added 139.39%	7,505 $170,000
Q1 2022 May 16, 2022	BUY	$24.06 - $25.68 $5,654 - $6,034	235 Added 8.1%	3,135 $75,000
Q2 2021 Jul 08, 2021	SELL	$25.76 - $26.02 $1,803 - $1,821	-70 Reduced 2.36%	2,900 $75,000
Q4 2020 May 19, 2021	BUY	$25.78 - $26.02 $76,566 - $77,279	2,970 New	2,970 $76,000

Others Institutions Holding DEED

# of Institutions

Shares Held

2.17M

Call Options Held

Put Options Held

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About FIRST TR EXCH TRD FD VIII FIRS

Ticker DEED
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Geneos Wealth Management Inc. First Tr Exch Trd Fd Viii Firs Transaction History