Geneos Wealth Management Inc. First Trust Mid Cap Value Alph Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in First Trust Mid Cap Value Alph stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 2,400 shares of FNK stock, worth $128,160. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,400
Previous 2,400 -0.0%
Holding current value
$128,160
Previous $124,000 6.45%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 18, 2025
BUY
$43.24 - $51.76 $69,184 - $82,816
1,600 Added 200.0%
2,400 $124,000
Q1 2025

May 21, 2025
SELL
$48.96 - $55.86 $78,336 - $89,376
-1,600 Reduced 66.67%
800 $40,000
Q1 2025

May 07, 2025
BUY
$48.96 - $55.86 $78,336 - $89,376
1,600 Added 200.0%
2,400 $121,000
Q2 2022

Jul 22, 2022
BUY
$39.47 - $47.34 $15,788 - $18,936
400 Added 100.0%
800 $0
Q1 2022

May 16, 2022
BUY
$44.09 - $48.46 $17,636 - $19,384
400 New
400 $18,000

Others Institutions Holding FNK

# of Institutions
60
Shares Held
2.67M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST MID CAP VALUE ALPH

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