Geneos Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $514K | Buy |
12,640
+25
| +0.2% | +$1.02K | 0.01% | 726 |
|
|
2026
Q1 | $512K | Sell |
12,615
-282
| -2% | -$11.7K | 0.01% | 693 |
|
|
2025
Q4 | $540K | Sell |
12,897
-1,449
| -10% | -$60.6K | 0.01% | 639 |
|
|
2025
Q3 | $603K | Sell |
14,346
-127,022
| -90% | -$5.32M | 0.02% | 601 |
|
|
2025
Q2 | $5.91M | Buy |
141,368
+87,299
| +161% | +$3.59M | 0.14% | 173 |
|
|
2025
Q1 | $2.22M | Buy |
54,069
+3,663
| +7% | +$152K | 0.07% | 289 |
|
|
2024
Q4 | $2.08M | Buy |
50,406
+2,956
| +6% | +$123K | 0.07% | 283 |
|
|
2024
Q3 | $1.99M | Buy |
47,450
+34,347
| +262% | +$1.42M | 0.08% | 281 |
|
|
2024
Q2 | $532K | Sell |
13,103
-881
| -6% | -$35.8K | 0.02% | 482 |
|
|
2024
Q1 | $577K | Buy |
13,984
+111
| +0.8% | +$4.57K | 0.03% | 464 |
|
|
2023
Q4 | $577K | Sell |
13,873
-685
| -5% | -$27.3K | 0.03% | 446 |
|
|
2023
Q3 | $571K | Buy |
14,558
+66
| +0.5% | +$2.62K | 0.03% | 440 |
|
|
2023
Q2 | $574K | Sell |
14,492
-1,275
| -8% | -$50.5K | 0.03% | 433 |
|
|
2023
Q1 | $627K | Hold |
15,767
| – | – | 0.04% | 398 |
|
|
2022
Q4 | $614K | Buy |
15,767
+650
| +4% | +$25.6K | 0.04% | 376 |
|
|
2022
Q3 | $579K | Buy |
15,117
+486
| +3% | +$19.8K | 0.04% | 366 |
|
|
2022
Q2 | $576K | Sell |
14,631
-2,060
| -12% | -$87.3K | 0.03% | 461 |
|
|
2022
Q1 | $763K | Sell |
16,691
-1,194
| -7% | -$55.3K | 0.03% | 433 |
|
|
2021
Q4 | $855K | Sell |
17,885
-1,507
| -8% | -$72K | 0.03% | 443 |
|
|
2021
Q3 | $936K | Buy |
19,392
+460
| +2% | +$22.2K | 0.04% | 401 |
|
|
2021
Q2 | $921K | Buy |
18,932
+651
| +4% | +$31.7K | 0.04% | 382 |
|
|
2021
Q1 | $888K | Buy |
18,281
+330
| +2% | +$16.1K | 0.02% | 454 |
|
|
2020
Q4 | $853K | Buy |
17,951
+1,144
| +7% | +$55K | 0.03% | 397 |
|
|
2020
Q3 | $786K | Buy |
16,807
+960
| +6% | +$45.4K | 0.04% | 338 |
|
|
2020
Q2 | $726K | Buy |
15,847
+840
| +6% | +$38.1K | 0.04% | 338 |
|
|
2020
Q1 | $630K | Sell |
15,007
-535
| -3% | -$25K | 0.04% | 333 |
|
|
2019
Q4 | $758K | Buy |
15,542
+2,485
| +19% | +$120K | 0.04% | 351 |
|
|
2019
Q3 | $629K | Buy |
13,057
+327
| +3% | +$15.8K | 0.04% | 364 |
|
|
2019
Q2 | $612K | Buy |
12,730
+5,525
| +77% | +$266K | 0.04% | 363 |
|
|
2019
Q1 | $344K | Buy |
7,205
+4,335
| +151% | +$205K | 0.02% | 498 |
|
|
2018
Q4 | $128K | Buy |
2,870
+400
| +16% | +$18.7K | 0.01% | 752 |
|
|
2018
Q3 | $118K | Buy |
2,470
+1,890
| +326% | +$90.1K | 0.01% | 827 |
|
|
2018
Q2 | $27K | Buy |
580
+300
| +107% | +$14.3K | ﹤0.01% | 1330 |
|
|
2018
Q1 | $13K | Hold |
280
| – | – | ﹤0.01% | 1548 |
|
|
2017
Q4 | $13K | Hold |
280
| – | – | ﹤0.01% | 1540 |
|
|
2017
Q3 | $13K | Buy |
280
+70
| +33% | +$3.45K | ﹤0.01% | 1479 |
|
|
2017
Q2 | $10K | Hold |
210
| – | – | ﹤0.01% | 1531 |
|
|
2017
Q1 | $10K | Hold |
210
| – | – | ﹤0.01% | 1479 |
|
|
2016
Q4 | $10K | Buy |
+210
| New | +$10.1K | ﹤0.01% | 1426 |
|
Other funds holding HYLS
KFP
P
Geneos Wealth Management's HYLS Position: Q2 2026 in Review
Geneos Wealth Management increased its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 0.2% in Q2 2026, buying an estimated $1.02K and bringing the position to 12,640 shares worth $514K. The position accounts for 0.01% of the portfolio, ranked #726.
Geneos Wealth Management first reported a position in HYLS in Q4 2016 and has held it in 39 quarters since. The position peaked at $5.91M in Q2 2025. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.
- Geneos Wealth Management held 12,640 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $514K as of Q2 2026.
- Geneos Wealth Management bought 25 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $1.02K.
- First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #726 holding.
- Geneos Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2016 and has held it in 39 quarters since.
- Geneos Wealth Management's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $5.91M in Q2 2025.
- 215 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.