Geneos Wealth Management’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $4.59K | Hold |
95
| – | – | ﹤0.01% | 2670 |
|
|
2026
Q2 | $5.82K | Buy |
95
+30
| +46% | +$1.76K | ﹤0.01% | 2148 |
|
|
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
-369
| -36% | -$11K | ﹤0.01% | 1987 |
|
|
2025
Q1 | $29.6K | Sell |
1,034
-50
| -5% | -$1.61K | ﹤0.01% | 1741 |
|
|
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% | +$48.8K | 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
VPC
Geneos Wealth Management's QCLN Position: Q3 2026 in Review
Geneos Wealth Management held its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) position steady in Q3 2026 at 95 shares worth $4.59K. The position accounts for ﹤0.01% of the portfolio, ranked #2670.
Geneos Wealth Management first reported a position in QCLN in Q3 2017 and has held it in 35 quarters since. The position peaked at $434K in Q4 2021. 122 funds tracked by Wall St. Rank hold QCLN as of Q3 2026.
- Geneos Wealth Management held 95 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $4.59K as of Q3 2026.
- Geneos Wealth Management left its First Trust NASDAQ Clean Edge Green Energy Index Fund share count unchanged in Q3 2026.
- First Trust NASDAQ Clean Edge Green Energy Index Fund made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #2670 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 35 quarters since.
- Geneos Wealth Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $434K in Q4 2021.
- 122 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2026.
Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.