Geneos Wealth Management Inc. First Tr ETF Vi Smid Cap Risin Transaction History

Geneos Wealth Management Inc.

$2.6 Billion
Q3 2024

A detailed history of Geneos Wealth Management Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 7,046 shares of SDVY stock, worth $268,382. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,046

Previous 3,834 83.78%

Holding current value

$268,382

Previous $127,000 101.57%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$32.65 - $36.69 $104,871 - $117,848	3,212 Added 83.78%	7,046 $256,000
Q2 2024 Jul 23, 2024	BUY	$32.33 - $34.91 $107,335 - $115,901	3,320 Added 645.91%	3,834 $127,000
Q1 2024 May 03, 2024	BUY	$31.21 - $34.82 $10,580 - $11,803	339 Added 193.71%	514 $17,000
Q3 2023 Oct 11, 2023	BUY	$27.7 - $30.38 $4,847 - $5,316	175 New	175 $4,000
Q2 2022 Jul 22, 2022	BUY	$23.62 - $28.23 $47 - $56	2 Added 0.11%	1,903 $45,000
Q1 2022 May 16, 2022	BUY	$27.17 - $30.89 $27 - $30	1 Added 0.05%	1,901 $52,000
Q4 2021 Feb 09, 2022	BUY	$28.58 - $30.81 $54,302 - $58,539	1,900 New	1,900 $57,000

Others Institutions Holding SDVY

# of Institutions

404

Shares Held

132M

Call Options Held

6.7K

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

More about SDVY

Track This Portfolio

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.

Account

Geneos Wealth Management Inc. First Tr ETF Vi Smid Cap Risin Transaction History