Geneos Wealth Management’s First Trust Expanded Technology ETF XPND Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$166K	Buy	5,064 +180	+4%	+$6.24K	﹤0.01%	1020
2025 Q4	$176K	Hold	4,884	–	–	﹤0.01%	963
2025 Q3	$177K	Buy	4,884 +1,656	+51%	+$57K	﹤0.01%	940
2025 Q2	$109K	Sell	3,228 -4,080	-56%	-$123K	﹤0.01%	1218
2025 Q1	$206K	Buy	7,308 +1,943	+36%	+$59.4K	﹤0.01%	1219
2024 Q4	$163K	Sell	5,365 -733	-12%	-$22.1K	0.01%	912
2024 Q3	$175K	Sell	6,098 -723	-11%	-$20K	0.01%	808
2024 Q2	$192K	Sell	6,821 -871	-11%	-$23.1K	0.01%	712
2024 Q1	$204K	Buy	+7,692	New	+$195K	0.01%	699

Other funds holding XPND

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

HIS

Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Geneos Wealth Management increased its First Trust Expanded Technology ETF (XPND) stake by 3.7% in Q1 2026, buying an estimated $6.24K and bringing the position to 5,064 shares worth $166K. The position accounts for ﹤0.01% of the portfolio, ranked #1020.

Geneos Wealth Management first reported a position in XPND in Q1 2024 and has held it in 9 quarters since. The position peaked at $206K in Q1 2025. 25 funds tracked by Wall St. Rank hold XPND as of Q1 2026.

Geneos Wealth Management held 5,064 shares of First Trust Expanded Technology ETF worth $166K as of Q1 2026.
Geneos Wealth Management bought 180 First Trust Expanded Technology ETF shares in Q1 2026, an estimated $6.24K.
First Trust Expanded Technology ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1020 holding.
Geneos Wealth Management first reported a position in First Trust Expanded Technology ETF in Q1 2024 and has held it in 9 quarters since.
Geneos Wealth Management's First Trust Expanded Technology ETF position peaked at $206K in Q1 2025.
25 funds tracked by Wall St. Rank held First Trust Expanded Technology ETF as of Q1 2026.

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