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

Other funds holding FBCG

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geneos Wealth Management's FBCG Position: Q1 2026 in Review

Geneos Wealth Management increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 369% in Q1 2026, buying an estimated $423K and bringing the position to 10,107 shares worth $507K. The position accounts for 0.01% of the portfolio, ranked #698.

Geneos Wealth Management first reported a position in FBCG in Q4 2020 and has held it in 15 quarters since. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

Geneos Wealth Management held 10,107 shares of Fidelity Blue Chip Growth ETF worth $507K as of Q1 2026.
Geneos Wealth Management bought 7,952 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $423K.
Fidelity Blue Chip Growth ETF made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #698 holding.
Geneos Wealth Management first reported a position in Fidelity Blue Chip Growth ETF in Q4 2020 and has held it in 15 quarters since.
266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.