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

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in First Tr Exchange Traded Fd Iv stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 650 shares of FCVT stock, worth $27,059. This represents 0.0% of its overall portfolio holdings.

Number of Shares
650
Previous 450 44.44%
Holding current value
$27,059
Previous $15,000 66.67%
% of portfolio
0.0%
Previous 0.0%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 18, 2025
BUY
$32.51 - $38.81 $6,502 - $7,762
200 Added 44.44%
650 $25,000
Q1 2025

May 21, 2025
SELL
$34.79 - $38.36 $6,958 - $7,672
-200 Reduced 30.77%
450 $15,000
Q1 2025

May 07, 2025
BUY
$34.79 - $38.36 $4,522 - $4,986
130 Added 25.0%
650 $22,000
Q4 2024

Jan 21, 2025
BUY
$35.35 - $38.58 $18,382 - $20,061
520 New
520 $19,000
Q1 2022

May 16, 2022
SELL
$35.7 - $41.46 $100,495 - $116,709
-2,815 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
$41.36 - $53.89 $28,952 - $37,723
700 Added 33.1%
2,815 $116,000
Q3 2021

Nov 09, 2021
SELL
$49.18 - $52.26 $7,377 - $7,839
-150 Reduced 6.62%
2,115 $108,000
Q1 2021

Jun 17, 2021
SELL
$48.63 - $55.53 $3,404 - $3,887
-70 Reduced 3.0%
2,265 $116,000
Q4 2020

May 19, 2021
SELL
$40.35 - $49.37 $6,859 - $8,392
-170 Reduced 6.79%
2,335 $115,000
Q2 2020

Sep 07, 2021
BUY
$27.47 - $35.87 $20,602 - $26,902
750 Added 42.74%
2,505 $87,000
Q1 2020

Sep 07, 2021
SELL
$24.93 - $35.6 $306,564 - $437,773
-12,297 Reduced 87.51%
1,755 $49,000
Q4 2019

Sep 07, 2021
SELL
$30.67 - $33.49 $160,250 - $174,985
-5,225 Reduced 27.1%
14,052 $470,000
Q3 2019

Sep 07, 2021
SELL
$30.85 - $32.22 $2,005 - $2,094
-65 Reduced 0.34%
19,277 $600,000
Q2 2019

Sep 07, 2021
BUY
$30.08 - $31.35 $261,695 - $272,745
8,700 Added 81.75%
19,342 $606,000
Q1 2019

Sep 07, 2021
BUY
$27.07 - $30.84 $128,095 - $145,934
4,732 Added 80.07%
10,642 $323,000
Q3 2018

Sep 07, 2021
BUY
$29.67 - $31.05 $52,219 - $54,648
1,760 Added 42.41%
5,910 $181,000
Q2 2018

Sep 07, 2021
BUY
$28.78 - $30.81 $74,828 - $80,106
2,600 Added 167.74%
4,150 $123,000
Q1 2018

Sep 07, 2021
BUY
$27.93 - $30.33 $39,102 - $42,462
1,400 Added 933.33%
1,550 $45,000
Q2 2017

Sep 07, 2021
BUY
N/A
150
150 $4,000

Others Institutions Holding FCVT

# of Institutions
61
Shares Held
1.71M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXCHANGE TRADED FD IV

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