Geneos Wealth Management Inc. First Trust Small Cap Growth A Transaction History

Geneos Wealth Management Inc.

  • $2.6 Billion
  • Q3 2024

A detailed history of Geneos Wealth Management Inc. transactions in First Trust Small Cap Growth A stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 8,065 shares of FYC stock, worth $634,392. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,065
Previous 8,098 0.41%
Holding current value
$634,392
Previous $533,000 12.38%
% of portfolio
0.02%
Previous 0.02%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$65.44 - $74.98 $2,159 - $2,474
-33 Reduced 0.41%
8,065 $599,000
Q2 2024

Jul 23, 2024
SELL
$60.92 - $67.49 $1,827 - $2,024
-30 Reduced 0.37%
8,098 $533,000
Q1 2024

May 03, 2024
SELL
$59.23 - $65.69 $9,417 - $10,444
-159 Reduced 1.92%
8,128 $533,000
Q4 2023

Jan 26, 2024
BUY
$51.5 - $64.02 $83,584 - $103,904
1,623 Added 24.35%
8,287 $521,000
Q3 2023

Oct 11, 2023
BUY
$55.37 - $63.88 $25,082 - $28,937
453 Added 7.29%
6,664 $375,000
Q2 2023

Aug 08, 2023
BUY
$54.95 - $60.56 $50,663 - $55,836
922 Added 17.43%
6,211 $373,000
Q1 2023

Apr 25, 2023
SELL
$54.6 - $62.07 $85,722 - $97,449
-1,570 Reduced 22.89%
5,289 $305,000
Q4 2022

Jan 30, 2023
BUY
$54.07 - $59.89 $318,958 - $353,291
5,899 Added 614.48%
6,859 $379,000
Q4 2021

Feb 09, 2022
SELL
$70.02 - $80.47 $204,038 - $234,489
-2,914 Reduced 75.22%
960 $71,000
Q2 2021

Jul 08, 2021
SELL
$65.65 - $74.13 $1,838 - $2,075
-28 Reduced 0.72%
3,874 $281,000
Q1 2021

Jun 17, 2021
BUY
$61.1 - $75.91 $5,132 - $6,376
84 Added 2.2%
3,902 $274,000
Q4 2020

May 19, 2021
BUY
$47.12 - $63.8 $8,151 - $11,037
173 Added 4.75%
3,818 $265,000
Q3 2020

Sep 07, 2021
SELL
$41.62 - $49.2 $1,539 - $1,820
-37 Reduced 1.0%
3,645 $166,000
Q1 2020

Sep 07, 2021
SELL
$27.59 - $48.63 $5,518 - $9,726
-200 Reduced 5.15%
3,682 $117,000
Q3 2019

Sep 07, 2021
BUY
$43.76 - $47.11 $4,682 - $5,040
107 Added 2.83%
3,882 $169,000
Q2 2019

Sep 07, 2021
BUY
$43.48 - $47.54 $1,956 - $2,139
45 Added 1.21%
3,775 $175,000
Q4 2018

Sep 07, 2021
BUY
$37.33 - $51.51 $2,911 - $4,017
78 Added 2.14%
3,730 $148,000
Q3 2018

Sep 07, 2021
BUY
$48.2 - $53.13 $19,280 - $21,252
400 Added 12.3%
3,652 $191,000
Q2 2018

Sep 07, 2021
BUY
$42.33 - $50.55 $296 - $353
7 Added 0.22%
3,252 $157,000
Q4 2017

Sep 07, 2021
BUY
$40.47 - $42.97 $8,539 - $9,066
211 Added 6.95%
3,245 $137,000
Q4 2016

Sep 07, 2021
SELL
N/A
-31 Reduced 1.01%
3,034 $104,000
Q1 2016

Sep 07, 2021
BUY
N/A
3,065
3,065 $92,000

Others Institutions Holding FYC

# of Institutions
92
Shares Held
3.27M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST SMALL CAP GROWTH A

FYC Quotes by TradingView
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