Geneos Wealth Management Inc. First Tr Exchange Traded Fd Ii Transaction History

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in First Tr Exchange Traded Fd Ii stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 5,272 shares of FMB stock, worth $268,081. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,272
Previous 5,272 -0.0%
Holding current value
$268,081
Previous $273,000 1.83%
% of portfolio
0.01%
Previous 0.01%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024
SELL
$50.47 - $51.43 $14,030 - $14,297
-278 Reduced 5.01%
5,272 $269,000
Q4 2022

Jan 30, 2023
BUY
$48.2 - $50.76 $125,561 - $132,229
2,605 Added 88.46%
5,550 $278,000
Q3 2022

Nov 14, 2022
SELL
$48.72 - $51.97 $249,202 - $265,826
-5,115 Reduced 63.46%
2,945 $143,000
Q2 2022

Jul 22, 2022
SELL
$50.1 - $53.11 $128,907 - $136,652
-2,573 Reduced 24.2%
8,060 $407,000
Q1 2022

May 16, 2022
BUY
$52.95 - $56.95 $19,856 - $21,356
375 Added 3.66%
10,633 $564,000
Q3 2021

Nov 09, 2021
SELL
$56.78 - $57.81 $5,166 - $5,260
-91 Reduced 0.88%
10,258 $582,000
Q2 2021

Jul 08, 2021
SELL
$56.49 - $57.55 $4,519 - $4,604
-80 Reduced 0.77%
10,349 $593,000
Q1 2021

Jun 17, 2021
BUY
$56.08 - $57.38 $1,738 - $1,778
31 Added 0.3%
10,429 $593,000
Q4 2020

May 19, 2021
BUY
$55.3 - $56.77 $102,305 - $105,024
1,850 Added 21.64%
10,398 $581,000
Q2 2020

Sep 07, 2021
SELL
$52.19 - $55.04 $23,955 - $25,263
-459 Reduced 5.1%
8,548 $469,000
Q1 2020

Sep 07, 2021
SELL
$49.3 - $57.28 $38,601 - $44,850
-783 Reduced 8.0%
9,007 $489,000
Q4 2019

Sep 07, 2021
BUY
$55.13 - $55.99 $238,161 - $241,876
4,320 Added 78.98%
9,790 $543,000
Q3 2019

Sep 07, 2021
BUY
$54.78 - $56.2 $142,428 - $146,120
2,600 Added 90.59%
5,470 $303,000
Q2 2019

Sep 07, 2021
BUY
$53.63 - $54.78 $4,022 - $4,108
75 Added 2.68%
2,870 $157,000
Q4 2018

Sep 07, 2021
SELL
$51.54 - $52.67 $36,078 - $36,869
-700 Reduced 20.03%
2,795 $147,000
Q3 2018

Sep 07, 2021
BUY
$52.2 - $52.98 $4,906 - $4,980
94 Added 2.76%
3,495 $182,000
Q2 2018

Sep 07, 2021
BUY
$52.09 - $52.79 $11,720 - $11,877
225 Added 7.08%
3,401 $179,000
Q1 2018

Sep 07, 2021
BUY
$52.4 - $53.58 $111,402 - $113,911
2,126 Added 202.48%
3,176 $167,000
Q4 2017

Sep 07, 2021
BUY
$52.98 - $53.7 $29,139 - $29,535
550 Added 110.0%
1,050 $56,000
Q2 2017

Sep 07, 2021
BUY
N/A
500
500 $26,000

Others Institutions Holding FMB

# of Institutions
328
Shares Held
31.6M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXCHANGE-TRADED FD II

FMB Quotes by TradingView
  • Ticker FMB
  • Sector ETFs
  • Industry ETFs
More about FMB
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