GEN Financial Management
FSMD icon

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
Q3 		$14.2M Sell
288,911
-8,530
-3% -$436K 7.68% 4
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

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Appleton Partners
Appleton Partners Boston, Massachusetts $1.63B AUM 29.96% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FSA
Financial Services Advisory Rockville, Maryland $368M AUM 19.83% 1-Year Est. Return
Evergreen Private Wealth
Evergreen Private Wealth Greenwood Village, Colorado $273M AUM 22.63% 1-Year Est. Return
Provident Wealth Management
Provident Wealth Management Brentwood, Tennessee $282M AUM 14.55% 1-Year Est. Return
Sterling Manor Financial
Sterling Manor Financial Saratoga Springs, New York $173M AUM
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Trademark Financial Management
Trademark Financial Management Bloomington, Minnesota $247M AUM 16.73% 1-Year Est. Return
Fortitude Financial
Fortitude Financial Spokane, Washington $213M AUM 18.2% 1-Year Est. Return

GEN Financial Management's FSMD Position: Q3 2026 in Review

GEN Financial Management reduced its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 2.9% in Q3 2026, selling an estimated $436K and leaving 288,911 shares worth $14.2M. The position accounts for 7.68% of the portfolio, ranked #4.

GEN Financial Management first reported a position in FSMD in Q4 2025 and has held it in 4 quarters since. The position peaked at $15.7M in Q2 2026. 71 funds tracked by Wall St. Rank hold FSMD as of Q3 2026.

  • GEN Financial Management held 288,911 shares of Fidelity Small-Mid Multifactor ETF worth $14.2M as of Q3 2026.
  • GEN Financial Management sold 8,530 Fidelity Small-Mid Multifactor ETF shares in Q3 2026, an estimated $436K.
  • Fidelity Small-Mid Multifactor ETF made up 7.68% of GEN Financial Management's portfolio in Q3 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 4 quarters since.
  • GEN Financial Management's Fidelity Small-Mid Multifactor ETF position peaked at $15.7M in Q2 2026.
  • 71 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q3 2026.

Based on GEN Financial Management's 13F filing for Q3 2026, filed 13 Oct 2026.