Geneos Wealth Management’s First Trust India Nifty 50 Equal Weight ETF NFTY Stock Holding History

Geneos Wealth Management’s Portfolio NFTY Stock Details NFTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.62M	Sell	89,768 -1,003	-1%	-$56.2K	0.11%	215
2025 Q4	$5.29M	Sell	90,771 -43,130	-32%	-$2.52M	0.13%	197
2025 Q3	$7.62M	Buy	133,901 +10,154	+8%	+$590K	0.19%	133
2025 Q2	$7.42M	Buy	123,747 +7,292	+6%	+$421K	0.18%	138
2025 Q1	$6.49M	Buy	116,455 +77,748	+201%	+$4.23M	0.09%	259
2024 Q4	$2.17M	Buy	38,707 +264	+0.7%	+$15.8K	0.08%	281
2024 Q3	$2.49M	Buy	38,443 +10,419	+37%	+$650K	0.1%	249
2024 Q2	$1.69M	Buy	28,024 +22,749	+431%	+$1.31M	0.08%	276
2024 Q1	$300K	Buy	5,275 +5,125	+3,417%	+$286K	0.01%	603
2023 Q4	$8.11K	Buy	150 +50	+50%	+$2.5K	﹤0.01%	1598
2023 Q3	$4.86K	Buy	+100	New	+$4.8K	﹤0.01%	1753

Other funds holding NFTY

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

MWA

Merkkuri Wealth Advisors Hicksville, New York $151M AUM 14.38% 1-Year Est. Return

PWM

Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Geneos Wealth Management's NFTY Position: Q1 2026 in Review

Geneos Wealth Management reduced its First Trust India Nifty 50 Equal Weight ETF (NFTY) stake by 1.1% in Q1 2026, selling an estimated $56.2K and leaving 89,768 shares worth $4.62M. The position accounts for 0.11% of the portfolio, ranked #215.

Geneos Wealth Management first reported a position in NFTY in Q3 2023 and has held it in 11 quarters since. The position peaked at $7.62M in Q3 2025. 58 funds tracked by Wall St. Rank hold NFTY as of Q1 2026.

Geneos Wealth Management held 89,768 shares of First Trust India Nifty 50 Equal Weight ETF worth $4.62M as of Q1 2026.
Geneos Wealth Management sold 1,003 First Trust India Nifty 50 Equal Weight ETF shares in Q1 2026, an estimated $56.2K.
First Trust India Nifty 50 Equal Weight ETF made up 0.11% of Geneos Wealth Management's portfolio in Q1 2026, its #215 holding.
Geneos Wealth Management first reported a position in First Trust India Nifty 50 Equal Weight ETF in Q3 2023 and has held it in 11 quarters since.
Geneos Wealth Management's First Trust India Nifty 50 Equal Weight ETF position peaked at $7.62M in Q3 2025.
58 funds tracked by Wall St. Rank held First Trust India Nifty 50 Equal Weight ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.