Geneos Wealth Management Inc. First Tr Large Cap Value Transaction History

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in First Tr Large Cap Value stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 355 shares of FTA stock, worth $27,093. This represents 0.0% of its overall portfolio holdings.

Number of Shares
355
Previous 359 1.11%
Holding current value
$27,093
Previous $28,000 3.57%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
SELL
$75.21 - $83.49 $300 - $333
-4 Reduced 1.11%
355 $27,000
Q3 2024

Nov 14, 2024
BUY
$72.76 - $79.13 $4,292 - $4,668
59 Added 19.67%
359 $28,000
Q1 2024

May 03, 2024
SELL
$69.01 - $76.38 $3,174 - $3,513
-46 Reduced 13.29%
300 $22,000
Q4 2023

Jan 26, 2024
SELL
$61.6 - $71.44 $5,420 - $6,286
-88 Reduced 20.28%
346 $24,000
Q2 2023

Aug 08, 2023
BUY
$62.32 - $67.04 $8,350 - $8,983
134 Added 44.67%
434 $28,000
Q4 2022

Jan 30, 2023
SELL
$58.47 - $69.36 $62,153 - $73,729
-1,063 Reduced 77.99%
300 $19,000
Q3 2022

Nov 14, 2022
BUY
$57.68 - $69.23 $61,313 - $73,591
1,063 Added 354.33%
1,363 $78,000
Q1 2020

Sep 07, 2021
SELL
$31.41 - $57.08 $6,282 - $11,416
-200 Reduced 40.0%
300 $11,000
Q3 2019

Sep 07, 2021
BUY
$47.83 - $53.48 $14,349 - $16,043
300 Added 150.0%
500 $25,000
Q3 2017

Sep 07, 2021
SELL
$50.91 - $51.11 $44,189 - $44,363
-868 Reduced 81.27%
200 $10,000
Q2 2017

Sep 07, 2021
BUY
N/A
868 Added 434.0%
1,068 $53,000
Q3 2016

Sep 07, 2021
SELL
N/A
-1,811 Reduced 90.05%
200 $8,000
Q2 2016

Sep 07, 2021
SELL
N/A
-3,600 Reduced 64.16%
2,011 $80,000
Q1 2016

Sep 07, 2021
BUY
N/A
5,611
5,611 $227,000

Others Institutions Holding FTA

# of Institutions
228
Shares Held
11.8M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR LARGE CAP VALUE

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