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First Tr Exchange-traded shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of First Tr Exchange-traded (MISL) 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 $335k 8.1k 41.45
2025-06-30 $302k 8.1k 37.36
2025-03-31 $36k 1.2k 30.28
2024-12-31 $6.1k 200 30.44

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

LPL Financial
Mml Investors Services
Key Client Fiduciary Advisors
D.A. Davidson & Co.
Advisor Group Holdings
Raymond James Financial
Mutual Advisors
Prosperity Financial Group
Janney Montgomery Scott
HighTower Advisors
Cetera Investment Advisers
Sigma Planning
Stifel Financial
Benjamin Edwards
Cambridge Investment Research Advisors

View all funds holding First Tr Exchange-traded