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

Geneos Wealth Management Inc.

$2.6 Billion
Q3 2024

A detailed history of Geneos Wealth Management Inc. transactions in First Tr Exchange Traded Fd Iv stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,305 shares of ECLN stock, worth $40,520. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,305

Previous 1,655 21.15%

Holding current value

$40,520

Previous $42,000 11.9%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$25.2 - $29.15 $8,820 - $10,202	-350 Reduced 21.15%	1,305 $37,000
Q2 2024 Jul 23, 2024	SELL	$23.43 - $26.25 $2,343 - $2,625	-100 Reduced 5.7%	1,655 $42,000
Q1 2024 May 03, 2024	SELL	$22.83 - $24.58 $5,707 - $6,145	-250 Reduced 12.47%	1,755 $43,000
Q4 2023 Jan 26, 2024	SELL	$21.75 - $24.59 $4,350 - $4,918	-200 Reduced 9.07%	2,005 $48,000
Q3 2023 Oct 11, 2023	SELL	$22.64 - $25.68 $6,792 - $7,704	-300 Reduced 11.98%	2,205 $49,000
Q1 2023 Apr 25, 2023	BUY	$24.0 - $26.39 $2,400 - $2,639	100 Added 4.16%	2,505 $63,000
Q4 2022 Jan 30, 2023	BUY	$23.44 - $26.83 $11,485 - $13,146	490 Added 25.59%	2,405 $61,000
Q3 2022 Nov 14, 2022	BUY	$24.23 - $27.93 $18,172 - $20,947	750 Added 64.38%	1,915 $46,000
Q2 2022 Jul 22, 2022	BUY	$23.49 - $27.08 $2,349 - $2,708	100 Added 9.39%	1,165 $0
Q4 2021 Feb 09, 2022	BUY	$23.03 - $24.81 $24,526 - $26,422	1,065 New	1,065 $26,000

Others Institutions Holding ECLN

# of Institutions

Shares Held

178K

Call Options Held

Put Options Held

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About FIRST TR EXCHANGE-TRADED FD IV

Ticker ECLN
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Industry ETFs

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