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 Q2	$4.6M	Sell	85,514 -4,254	-5%	-$227K	0.09%	232
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 +81,188	+191%	+$4.68M	0.18%	138
2025 Q1	$2.37M	Buy	42,559 +3,852	+10%	+$210K	0.08%	283
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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 1-Year Est. Return

MWA

Merkkuri Wealth Advisors Hicksville, New York $161M AUM 19.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Geneos Wealth Management reduced its First Trust India Nifty 50 Equal Weight ETF (NFTY) stake by 4.7% in Q2 2026, selling an estimated $227K and leaving 85,514 shares worth $4.6M. The position accounts for 0.09% of the portfolio, ranked #232.

Geneos Wealth Management first reported a position in NFTY in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.62M in Q3 2025. 53 funds tracked by Wall St. Rank hold NFTY as of Q2 2026.

Geneos Wealth Management held 85,514 shares of First Trust India Nifty 50 Equal Weight ETF worth $4.6M as of Q2 2026.
Geneos Wealth Management sold 4,254 First Trust India Nifty 50 Equal Weight ETF shares in Q2 2026, an estimated $227K.
First Trust India Nifty 50 Equal Weight ETF made up 0.09% of Geneos Wealth Management's portfolio in Q2 2026, its #232 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 12 quarters since.
Geneos Wealth Management's First Trust India Nifty 50 Equal Weight ETF position peaked at $7.62M in Q3 2025.
53 funds tracked by Wall St. Rank held First Trust India Nifty 50 Equal Weight ETF as of Q2 2026.

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