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 Q3	$127K	Hold	6,436	–	–	﹤0.01%	1265
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 San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Bouchey Financial Group Troy, New York $1.59B AUM 23.53% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $9.06B AUM 17.42% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

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

Geneos Wealth Management held its First Trust Core Investment Grade ETF (FTCB) position steady in Q3 2026 at 6,436 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #1265.

Geneos Wealth Management first reported a position in FTCB in Q4 2024 and has held it in 8 quarters since. The position peaked at $137K in Q3 2025. 170 funds tracked by Wall St. Rank hold FTCB as of Q3 2026.

Geneos Wealth Management held 6,436 shares of First Trust Core Investment Grade ETF worth $127K as of Q3 2026.
Geneos Wealth Management left its First Trust Core Investment Grade ETF share count unchanged in Q3 2026.
First Trust Core Investment Grade ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #1265 holding.
Geneos Wealth Management first reported a position in First Trust Core Investment Grade ETF in Q4 2024 and has held it in 8 quarters since.
Geneos Wealth Management's First Trust Core Investment Grade ETF position peaked at $137K in Q3 2025.
170 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q3 2026.

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