Geneos Wealth Management Inc. First Tr Ex Trad Fd Viii Cboe Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in First Tr Ex Trad Fd Viii Cboe stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 3,837 shares of DOCT stock, worth $167,561. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,837
Previous 3,837 -0.0%
Holding current value
$167,561
Previous $157,000 5.1%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 18, 2025
BUY
$36.35 - $41.07 $92,983 - $105,057
2,558 Added 200.0%
3,837 $157,000
Q1 2025

May 21, 2025
SELL
$38.06 - $40.36 $97,357 - $103,240
-2,558 Reduced 66.67%
1,279 $49,000
Q1 2025

May 07, 2025
BUY
$38.06 - $40.36 $97,357 - $103,240
2,558 Added 200.0%
3,837 $147,000
Q4 2024

Jan 21, 2025
BUY
$38.63 - $39.95 $49,407 - $51,096
1,279 New
1,279 $50,000

Others Institutions Holding DOCT

# of Institutions
103
Shares Held
3.3M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EX-TRAD FD VIII CBOE

DOCT Quotes by TradingView
  • Ticker DOCT
  • Sector ETFs
  • Industry ETFs
More about DOCT
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.

Choose your preferred platform and Sign Up 👇 Telegram Email