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GWM
Geneos Wealth Management’s
Fidelity Blue Chip Growth ETF
FBCG
Stock Holding History
Geneos Wealth Management’s Portfolio
FBCG Stock Details
FBCG Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$507K
Buy
10,107
+7,952
+369%
+$423K
0.01%
698
2025
Q4
$118K
Buy
+2,155
New
+$117K
﹤0.01%
1097
2024
Q1
–
Sell
-4,749
Closed
-$158K
–
2156
2023
Q4
$158K
Hold
4,749
–
–
0.01%
726
2023
Q3
$138K
Hold
4,749
–
–
0.01%
779
2023
Q2
$141K
Sell
4,749
-956
-17%
-$25.7K
0.01%
771
2023
Q1
$145K
Hold
5,705
–
–
0.01%
737
2022
Q4
$120K
Hold
5,705
–
–
0.01%
776
2022
Q3
$122K
Hold
5,705
–
–
0.01%
745
2022
Q2
$124K
Hold
5,705
–
–
0.01%
926
2022
Q1
$172K
Sell
5,705
-2,599
-31%
-$77.9K
0.01%
860
2021
Q4
$287K
Buy
8,304
+221
+3%
+$7.65K
0.01%
743
2021
Q3
$264K
Buy
8,083
+7,352
+1,006%
+$245K
0.01%
751
2021
Q2
$24K
Hold
731
–
–
﹤0.01%
1815
2021
Q1
$22K
Hold
731
–
–
﹤0.01%
2028
2020
Q4
$21K
Buy
+731
New
+$19.4K
﹤0.01%
1866
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1-Year Est. Return
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$1.47T AUM
27.86%
1-Year Est. Return
DWM
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$11.5B AUM
15.23%
1-Year Est. Return
SWP
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$5.49B AUM
19.47%
1-Year Est. Return
Commonwealth Equity Services
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$71.6B AUM
21.08%
1-Year Est. Return
Envestnet Asset Management
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$374B AUM
17.66%
1-Year Est. Return
Carson Wealth (CWM LLC)
Omaha, Nebraska
$38B AUM
19.66%
1-Year Est. Return
HNB
Huntington National Bank
Columbus, Ohio
$18.1B AUM
24.69%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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