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

Geneos Wealth Management Inc.

  • $2.24 Billion
  • Q2 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 8,098 shares of FYC stock, worth $578,845. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,098
Previous 8,128 0.37%
Holding current value
$578,845
Previous $533,000 -0.0%
% of portfolio
0.02%
Previous 0.02%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
80
Shares Held
2.74M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST SMALL CAP GROWTH A

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