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First Tr Exchange-traded shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of First Tr Exchange-traded (CAAA) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $62k 3.0k 20.51
2025-06-30 $61k 3.0k 20.48
2025-03-31 $31k 1.5k 20.35
2024-12-31 $30k 1.5k 20.18

More positions owned by Geneos Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Min Vol (USMV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 3000 Etf (IWV)
Norfolk Southern (NSC)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Total (IXUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)

View all positions for Geneos Wealth Management

Top funds holding First Tr Exchange-traded

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Platform Technology Partners
Goldman Sachs Group
Jane Street
Integrys Wealth Advisors
Belpointe Asset Management
H D Vest Advisory Services
Flow Traders US
Citadel Advisors
Ashton Thomas Private Wealth
Geneos Wealth Management

View all funds holding First Tr Exchange-traded