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 Q2	$205K	Sell	4,892 -172	-3%	-$6.6K	﹤0.01%	982
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 -426	-12%	-$12.8K	﹤0.01%	1218
2025 Q1	$103K	Sell	3,654 -1,711	-32%	-$52.3K	﹤0.01%	1154
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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

NFG

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

HIS

Harvest Investment Services Oakbrook Terrace, Illinois $647M AUM 89.3% 1-Year Est. Return

CCFM

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

BIM

Bullseye Investment Management Cincinnati, Ohio $203M AUM 11% 1-Year Est. Return

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

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

Geneos Wealth Management reduced its First Trust Expanded Technology ETF (XPND) stake by 3.4% in Q2 2026, selling an estimated $6.6K and leaving 4,892 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #982.

Geneos Wealth Management first reported a position in XPND in Q1 2024 and has held it in 10 quarters since. 31 funds tracked by Wall St. Rank hold XPND as of Q2 2026.

Geneos Wealth Management held 4,892 shares of First Trust Expanded Technology ETF worth $205K as of Q2 2026.
Geneos Wealth Management sold 172 First Trust Expanded Technology ETF shares in Q2 2026, an estimated $6.6K.
First Trust Expanded Technology ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #982 holding.
Geneos Wealth Management first reported a position in First Trust Expanded Technology ETF in Q1 2024 and has held it in 10 quarters since.
31 funds tracked by Wall St. Rank held First Trust Expanded Technology ETF as of Q2 2026.

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