Geneos Wealth Management »

First Tr Mid Cap Val Etf equity shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of First Tr Mid Cap Val Etf equity (FNK) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in First Tr Mid Cap Val Etf equity

Tip: Access up to 7 years of quarterly data

All positions including First Tr Mid Cap Val Etf equity 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 Mid Cap Val Etf equity by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $41k 800 51.00
2023-09-30 $36k 800 44.62
2023-06-30 $37k 800 45.70
2023-03-31 $35k 800 43.69
2022-12-31 $34k 800 42.97
2022-09-30 $30k 800 37.50
2022-06-30 $32k 800 40.00
2022-03-31 $18k 400 45.00