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GEN Financial Management’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

GEN Financial Management’s Portfolio FSMD Stock Details FSMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.7M Sell
297,441
-5,970
-2% -$295K 9.41% 4
2026
Q1 		$13.6M Buy
303,411
+4,747
+2% +$218K 8.4% 4
2025
Q4 		$13.2M Buy
+298,664
New +$13.1M 8.3% 5

Other funds holding FSMD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
BW
Bravera Wealth Bismarck, North Dakota $261M AUM
EPW
Evergreen Private Wealth Greenwood Village, Colorado $270M AUM 26.09% 1-Year Est. Return

GEN Financial Management's FSMD Position: Q2 2026 in Review

GEN Financial Management reduced its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 2% in Q2 2026, selling an estimated $295K and leaving 297,441 shares worth $15.7M. The position accounts for 9.41% of the portfolio, ranked #4.

GEN Financial Management first reported a position in FSMD in Q4 2025 and has held it in 3 quarters since. 73 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • GEN Financial Management held 297,441 shares of Fidelity Small-Mid Multifactor ETF worth $15.7M as of Q2 2026.
  • GEN Financial Management sold 5,970 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $295K.
  • Fidelity Small-Mid Multifactor ETF made up 9.41% of GEN Financial Management's portfolio in Q2 2026, its #4 holding.
  • GEN Financial Management first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2025 and has held it in 3 quarters since.
  • 73 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on GEN Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.