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

Geneos Wealth Management's FPE Position: Q2 2026 in Review

Geneos Wealth Management reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 0.84% in Q2 2026, selling an estimated $14K and leaving 91,584 shares worth $1.64M. The position accounts for 0.03% of the portfolio, ranked #425.

Geneos Wealth Management first reported a position in FPE in Q1 2016 and has held it in 31 quarters since. The position peaked at $2.63M in Q4 2021. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

• Geneos Wealth Management held 91,584 shares of First Trust Preferred Securities and Income ETF worth $1.64M as of Q2 2026.
• Geneos Wealth Management sold 775 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $14K.
• First Trust Preferred Securities and Income ETF made up 0.03% of Geneos Wealth Management's portfolio in Q2 2026, its #425 holding.
• Geneos Wealth Management first reported a position in First Trust Preferred Securities and Income ETF in Q1 2016 and has held it in 31 quarters since.
• Geneos Wealth Management's First Trust Preferred Securities and Income ETF position peaked at $2.63M in Q4 2021.
• 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.