Geneos Wealth Management Inc. First Trust Dow Jones Select M Transaction History

Geneos Wealth Management Inc.

  • $2.88 Billion
  • Q1 2025

A detailed history of Geneos Wealth Management Inc. transactions in First Trust Dow Jones Select M stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 200 shares of FDM stock, worth $13,563. This represents 0.0% of its overall portfolio holdings.

Number of Shares
200
Previous 400 50.0%
Holding current value
$13,563
Previous $24,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 21, 2025
SELL
$61.73 - $71.81 $12,346 - $14,362
-200 Reduced 50.0%
200 $12,000
Q1 2025

May 07, 2025
BUY
$61.73 - $71.81 $12,346 - $14,362
200 Added 100.0%
400 $24,000
Q4 2022

Jan 30, 2023
BUY
$51.11 - $59.4 $10,222 - $11,880
200 New
200 $11,000
Q2 2022

Jul 22, 2022
BUY
$51.18 - $60.64 $11,157 - $13,219
218 Added 53.43%
626 $32,000
Q1 2022

May 16, 2022
BUY
$58.38 - $64.94 $23,819 - $26,495
408 New
408 $24,000
Q4 2019

Sep 07, 2021
SELL
$43.88 - $51.29 $1,009 - $1,179
-23 Closed
0 $0
Q2 2019

Sep 07, 2021
BUY
$42.37 - $46.25 $974 - $1,063
23 New
23 $1,000

Others Institutions Holding FDM

# of Institutions
76
Shares Held
1.43M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST DOW JONES SELECT M

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