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

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

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 32,567 shares of SDVY stock, worth $1.22 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
32,567
Previous 14,743 120.9%
Holding current value
$1.22 Million
Previous $493,000 132.86%
% of portfolio
0.03%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 18, 2025
BUY
$29.52 - $35.31 $526,164 - $629,365
17,824 Added 120.9%
32,567 $1.15 Million
Q1 2025

May 21, 2025
SELL
$32.49 - $37.99 $280,583 - $328,081
-8,636 Reduced 36.94%
14,743 $493,000
Q1 2025

May 07, 2025
BUY
$32.49 - $37.99 $385,883 - $451,207
11,877 Added 103.26%
23,379 $783,000
Q4 2024

Jan 21, 2025
BUY
$35.45 - $40.33 $157,965 - $179,710
4,456 Added 63.24%
11,502 $412,000
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
493
Shares Held
185M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF VI SMID CAP RISIN

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