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Geneos Wealth Management’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Geneos Wealth Management’s Portfolio CIBR Stock Details CIBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.33M Sell
37,094
-892
-2% -$59.8K 0.05% 335
2025
Q4 		$2.71M Buy
37,986
+154
+0.4% +$11.5K 0.07% 308
2025
Q3 		$2.88M Buy
37,832
+17,431
+85% +$1.29M 0.07% 288
2025
Q2 		$1.54M Sell
20,401
-15,402
-43% -$1.06M 0.04% 424
2025
Q1 		$2.26M Buy
35,803
+19,034
+114% +$1.26M 0.03% 460
2024
Q4 		$1.06M Buy
16,769
+1,124
+7% +$70.5K 0.04% 410
2024
Q3 		$927K Sell
15,645
-461
-3% -$26.3K 0.04% 426
2024
Q2 		$909K Buy
16,106
+531
+3% +$29.1K 0.04% 379
2024
Q1 		$878K Buy
15,575
+1,485
+11% +$83.5K 0.04% 371
2023
Q4 		$759K Sell
14,090
-841
-6% -$40.7K 0.04% 381
2023
Q3 		$678K Buy
14,931
+390
+3% +$17.9K 0.03% 400
2023
Q2 		$660K Sell
14,541
-1,455
-9% -$61.7K 0.03% 403
2023
Q1 		$684K Sell
15,996
-924
-5% -$37.6K 0.04% 383
2022
Q4 		$655K Sell
16,920
-331
-2% -$13.1K 0.04% 363
2022
Q3 		$664K Sell
17,251
-12,162
-41% -$517K 0.05% 329
2022
Q2 		$1.21M Buy
29,413
+3,210
+12% +$144K 0.06% 280
2022
Q1 		$1.39M Buy
26,203
+13,094
+100% +$641K 0.06% 277
2021
Q4 		$692K Buy
13,109
+70
+0.5% +$3.68K 0.03% 489
2021
Q3 		$644K Buy
13,039
+223
+2% +$11K 0.02% 505
2021
Q2 		$603K Sell
12,816
-14,649
-53% -$651K 0.02% 516
2021
Q1 		$1.21M Hold
27,465
– – 0.03% 375
2020
Q4 		$533K Buy
27,465
+14,312
+109% +$546K 0.02% 521
2020
Q3 		$453K Sell
13,153
-499
-4% -$17.4K 0.02% 455
2020
Q2 		$443K Buy
13,652
+22
+0.2% +$665 0.02% 436
2020
Q1 		$350K Buy
13,630
+627
+5% +$18.4K 0.02% 449
2019
Q4 		$392K Hold
13,003
– – 0.02% 492
2019
Q3 		$355K Hold
13,003
– – 0.02% 487
2019
Q2 		$371K Buy
13,003
+1
+0% +$28 0.02% 496
2019
Q1 		$365K Buy
13,002
+2
+0% +$53 0.02% 484
2018
Q4 		$301K Hold
13,000
– – 0.02% 485
2018
Q3 		$370K Hold
13,000
– – 0.02% 454
2018
Q2 		$342K Hold
13,000
– – 0.03% 405
2018
Q1 		$325K Buy
13,000
+500
+4% +$12.3K 0.03% 398
2017
Q4 		$289K Buy
+12,500
New +$280K 0.03% 431

Other funds holding CIBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Geneos Wealth Management's CIBR Position: Q1 2026 in Review

Geneos Wealth Management reduced its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 2.3% in Q1 2026, selling an estimated $59.8K and leaving 37,094 shares worth $2.33M. The position accounts for 0.05% of the portfolio, ranked #335.

Geneos Wealth Management first reported a position in CIBR in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.88M in Q3 2025. 744 funds tracked by Wall St. Rank hold CIBR as of Q1 2026.

  • Geneos Wealth Management held 37,094 shares of First Trust NASDAQ Cybersecurity ETF worth $2.33M as of Q1 2026.
  • Geneos Wealth Management sold 892 First Trust NASDAQ Cybersecurity ETF shares in Q1 2026, an estimated $59.8K.
  • First Trust NASDAQ Cybersecurity ETF made up 0.05% of Geneos Wealth Management's portfolio in Q1 2026, its #335 holding.
  • Geneos Wealth Management first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2017 and has held it in 34 quarters since.
  • Geneos Wealth Management's First Trust NASDAQ Cybersecurity ETF position peaked at $2.88M in Q3 2025.
  • 744 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.