Geneos Wealth Management Inc. First Tr Fd Dow Jones Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 5,819 shares of FDN stock, worth $1.57 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,819
Previous 5,623 3.49%
Holding current value
$1.57 Million
Previous $1.51 Million 7.53%
% of portfolio
0.04%
Previous 0.04%

Shares

40 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$264.06 - $287.34 $51,755 - $56,318
196 Added 3.49%
5,819 $1.63 Million
Q2 2025

Aug 18, 2025
BUY
$200.29 - $269.33 $180,461 - $242,666
901 Added 19.08%
5,623 $1.51 Million
Q1 2025

May 21, 2025
SELL
$221.38 - $266.86 $270,304 - $325,836
-1,221 Reduced 20.55%
4,722 $1.05 Million
Q1 2025

May 07, 2025
BUY
$221.38 - $266.86 $225,143 - $271,396
1,017 Added 20.65%
5,943 $1.32 Million
Q4 2024

Jan 21, 2025
SELL
$210.5 - $257.24 $307,119 - $375,313
-1,459 Reduced 22.85%
4,926 $1.2 Million
Q3 2024

Nov 14, 2024
BUY
$183.68 - $212.48 $82,839 - $95,828
451 Added 7.6%
6,385 $1.35 Million
Q2 2024

Jul 23, 2024
SELL
$192.91 - $207.84 $201,205 - $216,777
-1,043 Reduced 14.95%
5,934 $1.22 Million
Q1 2024

May 03, 2024
BUY
$179.04 - $206.29 $322,630 - $371,734
1,802 Added 34.82%
6,977 $1.43 Million
Q4 2023

Jan 26, 2024
SELL
$147.79 - $188.39 $428,295 - $545,954
-2,898 Reduced 35.9%
5,175 $965,000
Q3 2023

Oct 11, 2023
SELL
$156.69 - $174.63 $208,084 - $231,908
-1,328 Reduced 14.13%
8,073 $1.29 Million
Q2 2023

Aug 08, 2023
SELL
$137.79 - $164.55 $1.17 Million - $1.4 Million
-8,526 Reduced 47.56%
9,401 $1.53 Million
Q1 2023

Apr 25, 2023
SELL
$121.41 - $153.27 $74,181 - $93,647
-611 Reduced 3.3%
17,927 $2.65 Million
Q4 2022

Jan 30, 2023
SELL
$116.11 - $135.9 $15,210 - $17,802
-131 Reduced 0.7%
18,538 $2.28 Million
Q3 2022

Nov 14, 2022
SELL
$125.09 - $155.93 $696,751 - $868,530
-5,570 Reduced 22.98%
18,669 $2.36 Million
Q2 2022

Jul 22, 2022
SELL
$122.23 - $195.51 $194,223 - $310,665
-1,589 Reduced 6.15%
24,239 $3.08 Million
Q1 2022

May 16, 2022
BUY
$162.73 - $226.47 $2.84 Million - $3.96 Million
17,481 Added 209.43%
25,828 $4.85 Million
Q4 2021

Feb 09, 2022
SELL
$219.19 - $250.48 $141,596 - $161,810
-646 Reduced 7.18%
8,347 $1.89 Million
Q3 2021

Nov 09, 2021
SELL
$235.18 - $252.25 $23,518 - $25,225
-100 Reduced 1.1%
8,993 $2.15 Million
Q2 2021

Jul 08, 2021
SELL
$210.08 - $246.6 $2.47 Million - $2.9 Million
-11,755 Reduced 56.38%
9,093 $2.24 Million
Q1 2021

Jun 17, 2021
SELL
$206.49 - $243.18 $297,965 - $350,908
-1,443 Reduced 6.47%
20,848 $4.77 Million
Q4 2020

May 19, 2021
BUY
$186.35 - $219.82 $2.49 Million - $2.94 Million
13,368 Added 149.82%
22,291 $2.42 Million
Q3 2020

Sep 07, 2021
BUY
$174.48 - $206.48 $526,231 - $622,743
3,016 Added 51.06%
8,923 $1.65 Million
Q2 2020

Sep 07, 2021
BUY
$117.99 - $172.68 $81,177 - $118,803
688 Added 13.18%
5,907 $990,000
Q1 2020

Sep 07, 2021
SELL
$107.38 - $154.58 $53,904 - $77,599
-502 Reduced 8.77%
5,219 $637,000
Q4 2019

Sep 07, 2021
SELL
$129.54 - $140.43 $376,831 - $408,510
-2,909 Reduced 33.71%
5,721 $800,000
Q3 2019

Sep 07, 2021
SELL
$133.68 - $151.35 $180,200 - $204,019
-1,348 Reduced 13.51%
8,630 $1.15 Million
Q2 2019

Sep 07, 2021
SELL
$132.96 - $149.21 $48,397 - $54,312
-364 Reduced 3.52%
9,978 $1.44 Million
Q1 2019

Sep 07, 2021
SELL
$114.08 - $142.11 $1.99 Million - $2.48 Million
-17,474 Reduced 62.82%
10,342 $1.44 Million
Q4 2018

Sep 07, 2021
BUY
$107.21 - $140.59 $2.09 Million - $2.74 Million
19,478 Added 233.61%
27,816 $3.22 Million
Q3 2018

Sep 07, 2021
BUY
$135.4 - $147.65 $38,182 - $41,637
282 Added 3.5%
8,338 $1.18 Million
Q2 2018

Sep 07, 2021
BUY
$117.23 - $144.91 $111,837 - $138,244
954 Added 13.43%
8,056 $1.11 Million
Q1 2018

Sep 07, 2021
BUY
$111.07 - $131.25 $43,428 - $51,318
391 Added 5.83%
7,102 $855,000
Q4 2017

Sep 07, 2021
SELL
$102.74 - $112.17 $2.22 Million - $2.43 Million
-21,646 Reduced 76.33%
6,711 $737,000
Q3 2017

Sep 07, 2021
BUY
$99.66 - $102.36 $1.9 Million - $1.95 Million
19,090 Added 206.0%
28,357 $2.9 Million
Q2 2017

Sep 07, 2021
BUY
N/A
5,272 Added 131.96%
9,267 $877,000
Q1 2017

Sep 07, 2021
BUY
N/A
690 Added 20.88%
3,995 $351,000
Q4 2016

Sep 07, 2021
SELL
N/A
-935 Reduced 22.05%
3,305 $263,000
Q3 2016

Sep 07, 2021
SELL
N/A
-1,267 Reduced 23.01%
4,240 $345,000
Q2 2016

Sep 07, 2021
SELL
N/A
-144 Reduced 2.55%
5,507 $399,000
Q1 2016

Sep 07, 2021
BUY
N/A
5,651
5,651 $388,000

Others Institutions Holding FDN

# of Institutions
645
Shares Held
17M
Call Options Held
42K
Put Options Held
21.2K
View Full List

About FIRST TR FD DOW JONES

FDN Quotes by TradingView
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