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

Geneos Wealth Management Inc.

$3.77 Billion
Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in First Tr Exchange Traded Fd Vi stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 4,884 shares of XPND stock, worth $176,556. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,884

Previous 3,228 51.3%

Holding current value

$176,556

Previous $108,000 62.96%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$33.19 - $36.75 $54,962 - $60,858	1,656 Added 51.3%	4,884 $176,000
Q2 2025 Aug 18, 2025	SELL	$25.1 - $33.68 $10,692 - $14,347	-426 Reduced 11.66%	3,228 $108,000
Q1 2025 May 07, 2025	SELL	$28.13 - $32.75 $48,130 - $56,035	-1,711 Reduced 31.89%	3,654 $103,000
Q4 2024 Jan 21, 2025	SELL	$28.27 - $31.68 $20,721 - $23,221	-733 Reduced 12.02%	5,365 $163,000
Q3 2024 Nov 14, 2024	SELL	$25.29 - $28.95 $18,284 - $20,930	-723 Reduced 10.6%	6,098 $175,000

Q2 2024 Jul 23, 2024	SELL	$0.0 - $28.59 $0 - $24,901	-871 Reduced 11.32%	6,821 $191,000
Q1 2024 May 03, 2024	BUY	$22.68 - $26.85 $174,454 - $206,530	7,692 New	7,692 $204,000

Others Institutions Holding XPND

# of Institutions

Shares Held

506K

Call Options Held

Put Options Held

View Full List

About FIRST TR EXCHANGE TRADED FD VI

Ticker XPND

More about XPND

Track This Portfolio

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.

Account

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