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Geneos Wealth Management’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Geneos Wealth Management’s Portfolio QCLN Stock Details QCLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.02K Hold
65
– – ﹤0.01% 2251
2025
Q4 		$2.9K Hold
65
– – ﹤0.01% 2257
2025
Q3 		$2.73K Sell
65
-600
-90% -$22.3K ﹤0.01% 2271
2025
Q2 		$21.7K Sell
665
-1,803
-73% -$53.6K ﹤0.01% 1987
2025
Q1 		$70.6K Buy
2,468
+1,384
+128% +$44.5K ﹤0.01% 1743
2024
Q4 		$36.8K Hold
1,084
– – ﹤0.01% 1442
2024
Q3 		$38.9K Sell
1,084
-350
-24% -$12.3K ﹤0.01% 1287
2024
Q2 		$48.8K Hold
1,434
– – ﹤0.01% 1078
2024
Q1 		$49.7K Sell
1,434
-425
-23% -$15.1K ﹤0.01% 1066
2023
Q4 		$78.4K Sell
1,859
-200
-10% -$7.59K ﹤0.01% 911
2023
Q3 		$87.8K Buy
2,059
+35
+2% +$1.71K ﹤0.01% 906
2023
Q2 		$104K Sell
2,024
-1,140
-36% -$55K 0.01% 865
2023
Q1 		$165K Sell
3,164
-307
-9% -$16.1K 0.01% 699
2022
Q4 		$164K Sell
3,471
-454
-12% -$24.9K 0.01% 692
2022
Q3 		$223K Sell
3,925
-1,297
-25% -$79.2K 0.02% 571
2022
Q2 		$271K Sell
5,222
-1,052
-17% -$57.6K 0.01% 642
2022
Q1 		$405K Sell
6,274
-120
-2% -$7.13K 0.02% 592
2021
Q4 		$434K Buy
6,394
+601
+10% +$43.3K 0.02% 628
2021
Q3 		$364K Buy
5,793
+746
+15% +$48.9K 0.01% 661
2021
Q2 		$345K Sell
5,047
-105
-2% -$6.68K 0.01% 653
2021
Q1 		$334K Sell
5,152
-83
-2% -$6.37K 0.01% 753
2020
Q4 		$342K Buy
5,235
+4,235
+424% +$241K 0.01% 644
2020
Q3 		$40K Hold
1,000
– – ﹤0.01% 1350
2020
Q2 		$28K Hold
1,000
– – ﹤0.01% 1479
2020
Q1 		$19K Hold
1,000
– – ﹤0.01% 1536
2019
Q4 		$24K Hold
1,000
– – ﹤0.01% 1606
2019
Q3 		$21K Hold
1,000
– – ﹤0.01% 1582
2019
Q2 		$21K Buy
+1,000
New +$20.5K ﹤0.01% 1608
2018
Q4 		– Sell
-3,221
Closed -$63K – 2465
2018
Q3 		$63K Hold
3,221
– – ﹤0.01% 1061
2018
Q2 		$62K Hold
3,221
– – ﹤0.01% 957
2018
Q1 		$62K Hold
3,221
– – 0.01% 918
2017
Q4 		$65K Buy
3,221
+880
+38% +$17.7K 0.01% 895
2017
Q3 		$45K Buy
+2,341
New +$43.7K ﹤0.01% 998

Other funds holding QCLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

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

Geneos Wealth Management held its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) position steady in Q1 2026 at 65 shares worth $3.02K. The position accounts for ﹤0.01% of the portfolio, ranked #2251.

Geneos Wealth Management first reported a position in QCLN in Q3 2017 and has held it in 33 quarters since. The position peaked at $434K in Q4 2021. 173 funds tracked by Wall St. Rank hold QCLN as of Q1 2026.

  • Geneos Wealth Management held 65 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $3.02K as of Q1 2026.
  • Geneos Wealth Management left its First Trust NASDAQ Clean Edge Green Energy Index Fund share count unchanged in Q1 2026.
  • First Trust NASDAQ Clean Edge Green Energy Index Fund made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2251 holding.
  • Geneos Wealth Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2017 and has held it in 33 quarters since.
  • Geneos Wealth Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $434K in Q4 2021.
  • 173 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2026.

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