Geneos Wealth Management’s First Trust Expanded Technology ETF XPND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $109K | Sell |
3,228
-4,080
| -56% | -$137K | ﹤0.01% | 1218 |
|
|
2025
Q1 | $206K | Buy |
7,308
+1,943
| +36% | +$54.9K | ﹤0.01% | 1219 |
|
|
2024
Q4 | $163K | Sell |
5,365
-733
| -12% | -$22.3K | 0.01% | 912 |
|
|
2024
Q3 | $175K | Sell |
6,098
-723
| -11% | -$20.8K | 0.01% | 808 |
|
|
2024
Q2 | $192K | Sell |
6,821
-871
| -11% | -$24.5K | 0.01% | 712 |
|
|
2024
Q1 | $204K | Buy |
+7,692
| New | +$204K | 0.01% | 699 |
|