Geneos Wealth Management »

First Tr Exchange Traded Fd dj glbl divid shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of First Tr Exchange Traded Fd dj glbl divid (FGD) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in First Tr Exchange Traded Fd dj glbl divid

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange Traded Fd dj glbl divid held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Tr Exchange Traded Fd dj glbl divid by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $23k 788 28.73
2025-06-30 $9.6k 350 27.54
2025-03-31 $8.5k 350 24.20
2024-12-31 $7.8k 350 22.24
2024-09-30 $8.5k 350 24.35
2024-06-30 $7.8k 350 22.33
2024-03-31 $8.0k 350 22.77
2023-12-31 $7.8k 350 22.26
2023-09-30 $7.2k 350 20.61
2023-06-30 $7.5k 350 21.44
2023-03-31 $7.7k 350 22.11
2022-12-31 $7.7k 350 21.98
2022-06-30 $117k 5.4k 21.67
2022-03-31 $136k 5.4k 25.19
2021-12-31 $180k 7.2k 25.09
2021-09-30 $179k 7.2k 24.95
2021-06-30 $187k 7.2k 26.06
2021-03-31 $185k 7.2k 25.78
2020-12-31 $181k 7.2k 25.23
2020-09-30 $128k 7.3k 17.49
2020-06-30 $128k 7.3k 17.49
2020-03-31 $115k 7.3k 15.72
2019-12-31 $182k 7.3k 24.87
2019-09-30 $171k 7.5k 22.82
2019-06-30 $225k 9.8k 22.92
2019-03-31 $238k 10k 23.24
2018-12-31 $203k 9.4k 21.70
2018-09-30 $194k 7.7k 25.09
2018-06-30 $200k 8.1k 24.61
2018-03-31 $207k 8.1k 25.50
2017-12-31 $213k 8.1k 26.30
2017-09-30 $208k 8.1k 25.69
2017-06-30 $144k 5.8k 24.94
2017-03-31 $139k 5.7k 24.52
2016-12-31 $127k 5.5k 23.19
2016-09-30 $138k 5.9k 23.50
2016-06-30 $131k 5.9k 22.32
2016-03-31 $172k 7.7k 22.21

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 Fd dj glbl divid

LPL Financial
Wells Fargo & Company
Ameriprise Financial
Fukoku Mutual Life Insurance
Morgan Stanley
Raymond James Financial
AE Wealth Management
UBS Group
Park National Corp
Janney Montgomery Scott
Commonwealth Equity Services
Envestnet Asset Management
Royal Bank of Canada
ForthRight Wealth Management
IMG Wealth Management

View all funds holding First Tr Exchange Traded Fd dj glbl divid