Geneos Wealth Management’s First Trust EIP Power Solutions ETF FPWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$30.3K Sell
955
-1,655
-63% -$52.6K ﹤0.01% 1824
2025
Q1
$80K Buy
2,610
+1,305
+100% +$40K ﹤0.01% 1684
2024
Q4
$37.7K Hold
1,305
﹤0.01% 1433
2024
Q3
$37.9K Sell
1,305
-350
-21% -$10.2K ﹤0.01% 1297
2024
Q2
$42.1K Sell
1,655
-100
-6% -$2.54K ﹤0.01% 1123
2024
Q1
$43.1K Sell
1,755
-250
-12% -$6.15K ﹤0.01% 1117
2023
Q4
$48.5K Sell
2,005
-200
-9% -$4.84K ﹤0.01% 1071
2023
Q3
$49.9K Sell
2,205
-300
-12% -$6.79K ﹤0.01% 1076
2023
Q2
$61.9K Hold
2,505
﹤0.01% 1018
2023
Q1
$63.4K Buy
2,505
+100
+4% +$2.53K ﹤0.01% 1001
2022
Q4
$61.8K Buy
2,405
+490
+26% +$12.6K ﹤0.01% 973
2022
Q3
$46K Buy
1,915
+750
+64% +$18K ﹤0.01% 1055
2022
Q2
$29K Buy
1,165
+100
+9% +$2.49K ﹤0.01% 1507
2022
Q1
$28K Hold
1,065
﹤0.01% 1630
2021
Q4
$26K Buy
+1,065
New +$26K ﹤0.01% 1745