Geneos Wealth Management’s First Trust Indxx NextG ETF NXTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.3K | Sell |
651
-217
| -25% | -$21.1K | ﹤0.01% | 1448 |
|
|
2025
Q1 | $73.7K | Buy |
868
+651
| +300% | +$55.2K | ﹤0.01% | 1724 |
|
|
2024
Q4 | $18.5K | Buy |
+217
| New | +$18.5K | ﹤0.01% | 1761 |
|
|
2022
Q1 | – | Sell |
-370
| Closed | -$30K | – | 2910 |
|
|
2021
Q4 | $30K | Buy |
370
+125
| +51% | +$10.1K | ﹤0.01% | 1697 |
|
|
2021
Q3 | $18K | Hold |
245
| – | – | ﹤0.01% | 1977 |
|
|
2021
Q2 | $18K | Hold |
245
| – | – | ﹤0.01% | 1967 |
|
|
2021
Q1 | $18K | Buy |
245
+28
| +13% | +$2.06K | ﹤0.01% | 2131 |
|
|
2020
Q4 | $15K | Hold |
217
| – | – | ﹤0.01% | 2054 |
|
|
2020
Q3 | $12K | Hold |
217
| – | – | ﹤0.01% | 1883 |
|
|
2020
Q2 | $11K | Hold |
217
| – | – | ﹤0.01% | 1885 |
|
|
2020
Q1 | $9K | Hold |
217
| – | – | ﹤0.01% | 1860 |
|
|
2019
Q4 | $11K | Hold |
217
| – | – | ﹤0.01% | 1931 |
|
|
2019
Q3 | $10K | Hold |
217
| – | – | ﹤0.01% | 1897 |
|
|
2019
Q2 | $10K | Buy |
+217
| New | +$10K | ﹤0.01% | 1913 |
|