Geneos Wealth Management’s First Trust SkyBridge Crypto Industry and Digital Economy ETF CRPT Stock Holding History

Geneos Wealth Management’s Portfolio CRPT Stock Details CRPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,203	Closed	-$7.25K	–	2052
2022 Q4	$7.25K	Buy	2,203 +407	+23%	+$1.83K	﹤0.01%	1616
2022 Q3	$9K	Buy	1,796 +324	+22%	+$2.05K	﹤0.01%	1534
2022 Q2	$6K	Buy	1,472 +520	+55%	+$4.33K	﹤0.01%	2125
2022 Q1	$13K	Buy	+952	New	+$13.2K	﹤0.01%	1967

Other funds holding CRPT

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

GAA

Global Assets Advisory Orlando, Florida $349M AUM 24.2% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Geneos Wealth Management's CRPT Position: Q1 2023 in Review

Geneos Wealth Management sold out of First Trust SkyBridge Crypto Industry and Digital Economy ETF (CRPT) in Q1 2023, closing a stake of 2,203 shares — an estimated $7.25K sold.

Geneos Wealth Management first reported a position in CRPT in Q1 2022 and held it in 4 quarters. The position peaked at $13K in Q1 2022. 42 funds tracked by Wall St. Rank hold CRPT as of Q1 2023.

Geneos Wealth Management reported no remaining First Trust SkyBridge Crypto Industry and Digital Economy ETF position as of Q1 2023 after selling out during the quarter.
Geneos Wealth Management sold 2,203 First Trust SkyBridge Crypto Industry and Digital Economy ETF shares in Q1 2023, an estimated $7.25K.
Geneos Wealth Management first reported a position in First Trust SkyBridge Crypto Industry and Digital Economy ETF in Q1 2022 and held it in 4 quarters.
Geneos Wealth Management's First Trust SkyBridge Crypto Industry and Digital Economy ETF position peaked at $13K in Q1 2022.
42 funds tracked by Wall St. Rank held First Trust SkyBridge Crypto Industry and Digital Economy ETF as of Q1 2023.

Based on Geneos Wealth Management's 13F filing for Q1 2023, filed 25 Apr 2023.