Geneos Wealth Management Inc. First Tr Exchange Traded First 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 First stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 2,100 shares of FXG stock, worth $129,738. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,100
Previous 3,690 43.09%
Holding current value
$129,738
Previous $231,000 44.16%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Jan 28, 2026
SELL
$60.57 - $63.8 $96,306 - $101,442
-1,590 Reduced 43.09%
2,100 $129,000
Q2 2025

Aug 18, 2025
BUY
$61.21 - $66.04 $150,576 - $162,458
2,460 Added 200.0%
3,690 $233,000
Q1 2025

May 21, 2025
SELL
$62.56 - $65.85 $153,897 - $161,991
-2,460 Reduced 66.67%
1,230 $80,000
Q1 2025

May 07, 2025
BUY
$62.56 - $65.85 $153,897 - $161,991
2,460 Added 200.0%
3,690 $241,000
Q4 2024

Jan 21, 2025
SELL
$63.7 - $70.06 $142,688 - $156,934
-2,240 Reduced 64.55%
1,230 $78,000
Q3 2024

Nov 14, 2024
BUY
$63.74 - $69.07 $117,281 - $127,088
1,840 Added 112.88%
3,470 $237,000
Q2 2024

Jul 23, 2024
SELL
$64.27 - $68.3 $43,125 - $45,829
-671 Reduced 29.16%
1,630 $105,000
Q1 2024

May 03, 2024
SELL
$61.56 - $68.49 $129,399 - $143,965
-2,102 Reduced 47.74%
2,301 $157,000
Q4 2023

Jan 26, 2024
BUY
$57.04 - $63.37 $158,171 - $175,725
2,773 Added 170.12%
4,403 $277,000
Q3 2022

Nov 14, 2022
SELL
$56.87 - $65.93 $4,890 - $5,669
-86 Reduced 5.01%
1,630 $92,000
Q3 2021

Nov 09, 2021
BUY
$55.06 - $58.55 $67,723 - $72,016
1,230 Added 253.09%
1,716 $96,000
Q4 2020

May 19, 2021
SELL
$47.45 - $52.21 $5,266 - $5,795
-111 Reduced 18.59%
486 $28,000
Q1 2020

Sep 07, 2021
SELL
$36.31 - $49.94 $13,906 - $19,127
-383 Reduced 39.08%
597 $23,000
Q4 2019

Sep 07, 2021
SELL
$46.69 - $50.11 $4,949 - $5,311
-106 Reduced 9.76%
980 $49,000
Q4 2018

Sep 07, 2021
BUY
$40.68 - $48.12 $29,940 - $35,416
736 Added 210.29%
1,086 $45,000
Q4 2017

Sep 07, 2021
SELL
$44.34 - $49.36 $13,302 - $14,808
-300 Reduced 46.15%
350 $17,000
Q2 2017

Sep 07, 2021
SELL
N/A
-5 Reduced 0.76%
650 $29,000
Q1 2017

Sep 07, 2021
SELL
N/A
-307 Reduced 31.91%
655 $30,000
Q3 2016

Sep 07, 2021
BUY
N/A
273 Added 39.62%
962 $44,000
Q2 2016

Sep 07, 2021
SELL
N/A
-805 Reduced 53.88%
689 $33,000
Q1 2016

Sep 07, 2021
BUY
N/A
1,494
1,494 $69,000

Others Institutions Holding FXG

# of Institutions
128
Shares Held
2.73M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXCHANGE TRADED FIRST

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