GeoWealth Management’s First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF CARZ Stock Holding History
Bought
Maintained
Sold
Other funds holding CARZ
GS
FTEA
OMC
WEG
GeoWealth Management's CARZ Position: Q1 2026 in Review
GeoWealth Management reduced its First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF (CARZ) stake by 74% in Q1 2026, selling an estimated $503K and leaving 2,080 shares worth $168K. The position accounts for 0.01% of the portfolio, ranked #753.
GeoWealth Management first reported a position in CARZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $740K in Q3 2025. 28 funds tracked by Wall St. Rank hold CARZ as of Q1 2026.
- GeoWealth Management held 2,080 shares of First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF worth $168K as of Q1 2026.
- GeoWealth Management sold 5,982 First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF shares in Q1 2026, an estimated $503K.
- First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #753 holding.
- GeoWealth Management first reported a position in First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF in Q3 2025 and has held it in 3 quarters since.
- GeoWealth Management's First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF position peaked at $740K in Q3 2025.
- 28 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF as of Q1 2026.
Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.