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Geneos Wealth Management’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Geneos Wealth Management’s Portfolio FTCB Stock Details FTCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$134K Hold
6,436
– – ﹤0.01% 1116
2026
Q1 		$135K Hold
6,436
– – ﹤0.01% 1082
2025
Q4 		$137K Hold
6,436
– – ﹤0.01% 1057
2025
Q3 		$137K Hold
6,436
– – ﹤0.01% 1020
2025
Q2 		$136K Buy
6,436
+3,968
+161% +$82.6K ﹤0.01% 1129
2025
Q1 		$51.8K Hold
2,468
– – ﹤0.01% 1463
2024
Q4 		$51K Buy
+2,468
New +$51.7K ﹤0.01% 1316

Other funds holding FTCB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
EWS
Evergreen Wealth Solutions Williamsport, Pennsylvania $1.91B AUM 19.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Geneos Wealth Management held its First Trust Core Investment Grade ETF (FTCB) position steady in Q2 2026 at 6,436 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #1116.

Geneos Wealth Management first reported a position in FTCB in Q4 2024 and has held it in 7 quarters since. The position peaked at $137K in Q3 2025. 193 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

  • Geneos Wealth Management held 6,436 shares of First Trust Core Investment Grade ETF worth $134K as of Q2 2026.
  • Geneos Wealth Management left its First Trust Core Investment Grade ETF share count unchanged in Q2 2026.
  • First Trust Core Investment Grade ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1116 holding.
  • Geneos Wealth Management first reported a position in First Trust Core Investment Grade ETF in Q4 2024 and has held it in 7 quarters since.
  • Geneos Wealth Management's First Trust Core Investment Grade ETF position peaked at $137K in Q3 2025.
  • 193 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

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