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

Geneos Wealth Management Inc.

  • $3.85 Billion
  • Q4 2025

A detailed history of Geneos Wealth Management Inc. transactions in First Tr Exchange Traded Fd stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 322 shares of FXD stock, worth $20,991. This represents 0.0% of its overall portfolio holdings.

Number of Shares
322
Previous 170 89.41%
Holding current value
$20,991
Previous $11,000 81.82%
% of portfolio
0.0%
Previous 0.0%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 28, 2026
BUY
$64.28 - $68.43 $9,770 - $10,401
152 Added 89.41%
322 $20,000
Q3 2025

Oct 22, 2025
SELL
$63.72 - $70.29 $2,612 - $2,881
-41 Reduced 19.43%
170 $11,000
Q1 2025

May 21, 2025
SELL
$56.39 - $68.12 $11,898 - $14,373
-211 Reduced 50.0%
211 $12,000
Q1 2025

May 07, 2025
BUY
$56.39 - $68.12 $11,898 - $14,373
211 Added 100.0%
422 $24,000
Q4 2024

Jan 21, 2025
SELL
$62.05 - $68.52 $3,660 - $4,042
-59 Reduced 21.85%
211 $13,000
Q1 2024

May 03, 2024
SELL
$56.49 - $64.54 $112 - $129
-2 Reduced 0.74%
270 $17,000
Q4 2023

Jan 26, 2024
BUY
$46.79 - $59.42 $93 - $118
2 Added 0.74%
272 $16,000
Q3 2023

Oct 11, 2023
SELL
$49.94 - $58.14 $19,976 - $23,256
-400 Reduced 59.7%
270 $13,000
Q2 2023

Aug 08, 2023
BUY
$49.26 - $55.21 $8,374 - $9,385
170 Added 34.0%
670 $36,000
Q3 2022

Nov 14, 2022
SELL
$43.02 - $53.09 $645 - $796
-15 Reduced 2.91%
500 $21,000
Q3 2020

Sep 07, 2021
BUY
$37.31 - $44.6 $19,214 - $22,969
515 New
515 $21,000
Q4 2019

Sep 07, 2021
SELL
$40.53 - $45.6 $47,217 - $53,124
-1,165 Closed
0 $0
Q2 2019

Sep 07, 2021
SELL
$40.01 - $44.45 $11,722 - $13,023
-293 Reduced 20.1%
1,165 $49,000
Q3 2018

Sep 07, 2021
BUY
$41.93 - $43.99 $12,579 - $13,197
300 Added 25.91%
1,458 $63,000
Q2 2017

Sep 07, 2021
SELL
N/A
-138 Reduced 10.65%
1,158 $42,000
Q1 2017

Sep 07, 2021
SELL
N/A
-10 Reduced 0.77%
1,296 $47,000
Q3 2016

Sep 07, 2021
SELL
N/A
-38 Reduced 2.83%
1,306 $46,000
Q2 2016

Sep 07, 2021
SELL
N/A
-1,258 Reduced 48.35%
1,344 $45,000
Q1 2016

Sep 07, 2021
BUY
N/A
2,602
2,602 $91,000

Others Institutions Holding FXD

# of Institutions
127
Shares Held
3.75M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXCHANGE-TRADED FD

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