First Tr Exchange Traded Fd large cp us eq shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of First Tr Exchange Traded Fd large cp us eq (SHRY) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in First Tr Exchange Traded Fd large cp us eq
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Quarterly reported holdings in First Tr Exchange Traded Fd large cp us eq by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $31k | 800 | 38.21 |
| 2023-12-31 | $28k | 800 | 34.49 |
| 2023-09-30 | $25k | 800 | 30.94 |
| 2023-06-30 | $26k | 800 | 32.40 |
| 2023-03-31 | $25k | 800 | 30.99 |
| 2022-12-31 | $36k | 1.2k | 29.84 |
| 2022-09-30 | $32k | 1.2k | 26.67 |
| 2022-06-30 | $34k | 1.2k | 28.33 |
| 2022-03-31 | $66k | 2.0k | 33.00 |
| 2021-12-31 | $70k | 2.0k | 35.00 |
| 2021-09-30 | $64k | 2.0k | 32.00 |
| 2021-06-30 | $64k | 2.0k | 32.00 |
| 2021-03-31 | $62k | 2.0k | 31.00 |
| 2020-12-31 | $60k | 2.0k | 30.00 |
| 2020-09-30 | $58k | 2.5k | 23.20 |
| 2020-06-30 | $76k | 3.5k | 21.71 |
| 2020-03-31 | $65k | 3.5k | 18.57 |
| 2019-12-31 | $87k | 3.5k | 24.86 |
| 2019-09-30 | $80k | 3.5k | 22.86 |
| 2019-06-30 | $79k | 3.5k | 22.57 |
| 2019-03-31 | $77k | 3.5k | 22.00 |
| 2018-12-31 | $67k | 3.5k | 19.14 |
| 2018-09-30 | $80k | 3.5k | 22.86 |
| 2018-06-30 | $76k | 3.5k | 21.71 |
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