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Geneos Wealth Management’s First Trust Indxx Aerospace & Defense ETF MISL Stock Holding History

Geneos Wealth Management’s Portfolio MISL Stock Details MISL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$448K Buy
9,796
+424
+5% +$19.4K 0.01% 763
2026
Q1 		$419K Buy
9,372
+1,722
+23% +$83K 0.01% 749
2025
Q4 		$327K Sell
7,650
-422
-5% -$17.7K 0.01% 780
2025
Q3 		$335K Hold
8,072
– – 0.01% 758
2025
Q2 		$302K Buy
8,072
+6,872
+573% +$227K 0.01% 861
2025
Q1 		$36.3K Buy
1,200
+1,000
+500% +$30.7K ﹤0.01% 1659
2024
Q4 		$6.09K Buy
+200
New +$6.37K ﹤0.01% 2258

Other funds holding MISL

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

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

Geneos Wealth Management increased its First Trust Indxx Aerospace & Defense ETF (MISL) stake by 4.5% in Q2 2026, buying an estimated $19.4K and bringing the position to 9,796 shares worth $448K. The position accounts for 0.01% of the portfolio, ranked #763.

Geneos Wealth Management first reported a position in MISL in Q4 2024 and has held it in 7 quarters since. 128 funds tracked by Wall St. Rank hold MISL as of Q2 2026.

  • Geneos Wealth Management held 9,796 shares of First Trust Indxx Aerospace & Defense ETF worth $448K as of Q2 2026.
  • Geneos Wealth Management bought 424 First Trust Indxx Aerospace & Defense ETF shares in Q2 2026, an estimated $19.4K.
  • First Trust Indxx Aerospace & Defense ETF made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #763 holding.
  • Geneos Wealth Management first reported a position in First Trust Indxx Aerospace & Defense ETF in Q4 2024 and has held it in 7 quarters since.
  • 128 funds tracked by Wall St. Rank held First Trust Indxx Aerospace & Defense ETF as of Q2 2026.

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