Geneos Wealth Management Inc. First Tr Nasdaq Clean Edge Gre Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in First Tr Nasdaq Clean Edge Gre stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 65 shares of QCLN stock, worth $3,059. This represents 0.0% of its overall portfolio holdings.

Number of Shares
65
Previous 665 90.23%
Holding current value
$3,059
Previous $21,000 90.48%
% of portfolio
0.0%
Previous 0.0%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
SELL
$32.78 - $42.61 $19,668 - $25,566
-600 Reduced 90.23%
65 $2,000
Q2 2025

Aug 18, 2025
SELL
$24.46 - $33.16 $9,025 - $12,236
-369 Reduced 35.69%
665 $21,000
Q1 2025

May 21, 2025
SELL
$28.62 - $36.65 $11,448 - $14,660
-400 Reduced 27.89%
1,034 $29,000
Q1 2025

May 07, 2025
BUY
$28.62 - $36.65 $10,017 - $12,827
350 Added 32.29%
1,434 $41,000
Q3 2024

Nov 14, 2024
SELL
$31.67 - $39.16 $11,084 - $13,705
-350 Reduced 24.41%
1,084 $38,000
Q1 2024

May 03, 2024
SELL
$32.58 - $41.43 $13,846 - $17,607
-425 Reduced 22.86%
1,434 $49,000
Q4 2023

Jan 26, 2024
SELL
$32.98 - $43.25 $6,595 - $8,650
-200 Reduced 9.71%
1,859 $78,000
Q3 2023

Oct 11, 2023
BUY
$42.25 - $56.34 $1,478 - $1,971
35 Added 1.73%
2,059 $87,000
Q2 2023

Aug 08, 2023
SELL
$43.56 - $52.25 $49,658 - $59,565
-1,140 Reduced 36.03%
2,024 $103,000
Q1 2023

Apr 25, 2023
SELL
$45.55 - $58.44 $13,983 - $17,941
-307 Reduced 8.84%
3,164 $165,000
Q4 2022

Jan 30, 2023
SELL
$45.71 - $60.75 $20,752 - $27,580
-454 Reduced 11.57%
3,471 $163,000
Q3 2022

Nov 14, 2022
SELL
$51.58 - $68.45 $66,899 - $88,779
-1,297 Reduced 24.84%
3,925 $223,000
Q2 2022

Jul 22, 2022
SELL
$46.08 - $67.28 $48,476 - $70,778
-1,052 Reduced 16.77%
5,222 $0
Q1 2022

May 16, 2022
SELL
$51.8 - $70.08 $6,216 - $8,409
-120 Reduced 1.88%
6,274 $405,000
Q4 2021

Feb 09, 2022
BUY
$60.81 - $81.69 $36,546 - $49,095
601 Added 10.37%
6,394 $434,000
Q3 2021

Nov 09, 2021
BUY
$61.72 - $68.76 $46,043 - $51,294
746 Added 14.78%
5,793 $364,000
Q2 2021

Jul 08, 2021
SELL
$54.47 - $70.0 $5,719 - $7,350
-105 Reduced 2.04%
5,047 $345,000
Q1 2021

Jun 17, 2021
SELL
$62.05 - $88.17 $5,150 - $7,318
-83 Reduced 1.59%
5,152 $334,000
Q4 2020

May 19, 2021
BUY
$45.2 - $70.85 $191,422 - $300,049
4,235 Added 423.5%
5,235 $342,000
Q2 2019

Sep 07, 2021
BUY
N/A
1,000 New
1,000 $21,000
Q4 2018

Sep 07, 2021
SELL
N/A
-3,221 Closed
0 $0
Q4 2017

Sep 07, 2021
BUY
N/A
880 Added 37.59%
3,221 $65,000
Q3 2017

Sep 07, 2021
BUY
N/A
2,341
2,341 $45,000

Others Institutions Holding QCLN

# of Institutions
169
Shares Held
3.01M
Call Options Held
0
Put Options Held
400
View Full List

About FIRST TR NASDAQ CLEAN EDGE GRE

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