Geneos Wealth Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Geneos Wealth Management's FPE Position: Q3 2026 in Review

Geneos Wealth Management reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 15% in Q3 2026, selling an estimated $237K and leaving 78,162 shares worth $1.33M. The position accounts for 0.03% of the portfolio, ranked #507.

Geneos Wealth Management first reported a position in FPE in Q1 2016 and has held it in 32 quarters since. The position peaked at $2.64M in Q4 2021. 323 funds tracked by Wall St. Rank hold FPE as of Q3 2026.

• Geneos Wealth Management held 78,162 shares of First Trust Preferred Securities and Income ETF worth $1.33M as of Q3 2026.
• Geneos Wealth Management sold 13,422 First Trust Preferred Securities and Income ETF shares in Q3 2026, an estimated $237K.
• First Trust Preferred Securities and Income ETF made up 0.03% of Geneos Wealth Management's portfolio in Q3 2026, its #507 holding.
• Geneos Wealth Management first reported a position in First Trust Preferred Securities and Income ETF in Q1 2016 and has held it in 32 quarters since.
• Geneos Wealth Management's First Trust Preferred Securities and Income ETF position peaked at $2.64M in Q4 2021.
• 323 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.