Geneos Wealth Management’s FormulaFolios Tactical Growth ETF FFTG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-550	Closed	-$13K	–	2693
2022 Q2	$13K	Sell	550 -345	-39%	-$9.22K	﹤0.01%	1864
2022 Q1	$26K	Buy	895 +345	+63%	+$10K	﹤0.01%	1686
2021 Q4	$17K	Hold	550	–	–	﹤0.01%	1984
2021 Q3	$16K	Hold	550	–	–	﹤0.01%	2047
2021 Q2	$16K	Hold	550	–	–	﹤0.01%	2035
2021 Q1	$16K	Hold	550	–	–	﹤0.01%	2191
2020 Q4	$15K	Hold	550	–	–	﹤0.01%	2068
2020 Q3	$14K	Buy	+550	New	+$15.2K	﹤0.01%	1843

Other funds holding FFTG

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Geneos Wealth Management's FFTG Position: Q3 2022 in Review

Geneos Wealth Management sold out of FormulaFolios Tactical Growth ETF (FFTG) in Q3 2022, closing a stake of 550 shares — an estimated $13K sold.

Geneos Wealth Management first reported a position in FFTG in Q3 2020 and held it in 8 quarters. The position peaked at $26K in Q1 2022. 8 funds tracked by Wall St. Rank hold FFTG as of Q3 2022.

Geneos Wealth Management reported no remaining FormulaFolios Tactical Growth ETF position as of Q3 2022 after selling out during the quarter.
Geneos Wealth Management sold 550 FormulaFolios Tactical Growth ETF shares in Q3 2022, an estimated $13K.
Geneos Wealth Management first reported a position in FormulaFolios Tactical Growth ETF in Q3 2020 and held it in 8 quarters.
Geneos Wealth Management's FormulaFolios Tactical Growth ETF position peaked at $26K in Q1 2022.
8 funds tracked by Wall St. Rank held FormulaFolios Tactical Growth ETF as of Q3 2022.

Based on Geneos Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.