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

Geneos Wealth Management Inc.

  • $2.88 Billion
  • Q1 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 3,654 shares of XPND stock, worth $121,860. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,654
Previous 3,654 -0.0%
Holding current value
$121,860
Previous $103,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
15
Shares Held
450K
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
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email