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

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in First Tr Exchange Traded Fd Vi stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 3,228 shares of XPND stock, worth $118,693. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,228
Previous 3,654 11.66%
Holding current value
$118,693
Previous $103,000 4.85%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 18, 2025
SELL
$25.1 - $33.68 $10,692 - $14,347
-426 Reduced 11.66%
3,228 $108,000
Q1 2025

May 07, 2025
SELL
$28.13 - $32.75 $48,130 - $56,035
-1,711 Reduced 31.89%
3,654 $103,000
Q4 2024

Jan 21, 2025
SELL
$28.27 - $31.68 $20,721 - $23,221
-733 Reduced 12.02%
5,365 $163,000
Q3 2024

Nov 14, 2024
SELL
$25.29 - $28.95 $18,284 - $20,930
-723 Reduced 10.6%
6,098 $175,000
Q2 2024

Jul 23, 2024
SELL
$0.0 - $28.59 $0 - $24,901
-871 Reduced 11.32%
6,821 $191,000
Q1 2024

May 03, 2024
BUY
$22.68 - $26.85 $174,454 - $206,530
7,692 New
7,692 $204,000

Others Institutions Holding XPND

# of Institutions
23
Shares Held
477K
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXCHANGE TRADED FD VI

XPND Quotes by TradingView
  • Ticker XPND
More about XPND
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