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

Geneos Wealth Management Inc.

$2.17 Billion
Q1 2024

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 600 shares of EDOW stock, worth $20,237. This represents 0.0% of its overall portfolio holdings.

Number of Shares

600

Previous 600 -0.0%

Holding current value

$20,237

Previous $19,000 5.26%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 08, 2023	SELL	$28.73 - $30.43 $8,619 - $9,129	-300 Reduced 33.33%	600 $18,000
Q2 2022 Jul 22, 2022	SELL	$26.84 - $31.38 $89,135 - $104,212	-3,321 Reduced 78.68%	900 $24,000
Q1 2022 May 16, 2022	SELL	$29.53 - $32.27 $84,071 - $91,872	-2,847 Reduced 40.28%	4,221 $130,000
Q4 2021 Feb 09, 2022	SELL	$29.7 - $31.9 $27,264 - $29,284	-918 Reduced 11.5%	7,068 $224,000
Q3 2021 Nov 09, 2021	SELL	$29.97 - $31.5 $273,745 - $287,721	-9,134 Reduced 53.35%	7,986 $243,000

Q2 2021 Jul 08, 2021	BUY	$29.71 - $30.98 $49,437 - $51,550	1,664 Added 10.77%	17,120 $527,000
Q1 2021 Jun 17, 2021	SELL	$26.74 - $29.74 $39,976 - $44,461	-1,495 Reduced 8.82%	15,456 $464,000
Q4 2020 May 19, 2021	BUY	$23.17 - $27.16 $392,754 - $460,389	16,951 New	16,951 $501,000

Others Institutions Holding EDOW

# of Institutions

Shares Held

4.92M

Call Options Held

Put Options Held

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About FIRST TR EXCHANGE TRADED FD

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