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Geneos Wealth Management’s First Trust Active Factor Small Cap ETF AFSM Stock Holding History

Geneos Wealth Management’s Portfolio AFSM Stock Details AFSM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-11,750
Closed -$328K – 3111
2025
Q1 		$328K Buy
+11,750
New +$328K ﹤0.01% 1054
2024
Q1 		– Sell
-6,020
Closed -$165K – 2122
2023
Q4 		$165K Buy
+6,020
New +$165K 0.01% 714