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

Geneos Wealth Management Inc.

  • $2.88 Billion
  • Q1 2025

A detailed history of Geneos Wealth Management Inc. transactions in First Tr Exchange Traded Fd Ii stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 217 shares of NXTG stock, worth $19,883. This represents 0.0% of its overall portfolio holdings.

Number of Shares
217
Previous 651 66.67%
Holding current value
$19,883
Previous $55,000 67.27%
% 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
$83.91 - $90.87 $36,416 - $39,437
-434 Reduced 66.67%
217 $18,000
Q1 2025

May 07, 2025
BUY
$83.91 - $90.87 $36,416 - $39,437
434 Added 200.0%
651 $55,000
Q4 2024

Jan 21, 2025
BUY
$83.21 - $88.08 $18,056 - $19,113
217 New
217 $18,000
Q1 2022

May 16, 2022
SELL
$70.86 - $83.17 $26,218 - $30,772
-370 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
$74.81 - $82.97 $9,351 - $10,371
125 Added 51.02%
370 $30,000
Q1 2021

Jun 17, 2021
BUY
$68.56 - $74.93 $1,919 - $2,098
28 Added 12.9%
245 $18,000
Q2 2019

Sep 07, 2021
BUY
N/A
217 New
217 $10,000

Others Institutions Holding NXTG

# of Institutions
124
Shares Held
2.09M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXCHANGE TRADED FD II

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