Geneos Wealth Management’s Fidelity Blue Chip Value ETF FBCV Stock Holding History

Geneos Wealth Management’s Portfolio FBCV Stock Details FBCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-479	Closed	-$14K	–	2817
2021 Q4	$14K	Hold	479	–	–	﹤0.01%	2043
2021 Q3	$13K	Buy	+479	New	+$13.7K	﹤0.01%	2108

Other funds holding FBCV

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

IAG

Investmark Advisory Group Shelton, Connecticut $234M AUM 16.71% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Geneos Wealth Management's FBCV Position: Q1 2022 in Review

Geneos Wealth Management sold out of Fidelity Blue Chip Value ETF (FBCV) in Q1 2022, closing a stake of 479 shares — an estimated $14K sold.

Geneos Wealth Management first reported a position in FBCV in Q3 2021 and held it in 2 quarters. The position peaked at $14K in Q4 2021. 11 funds tracked by Wall St. Rank hold FBCV as of Q1 2022.

Geneos Wealth Management reported no remaining Fidelity Blue Chip Value ETF position as of Q1 2022 after selling out during the quarter.
Geneos Wealth Management sold 479 Fidelity Blue Chip Value ETF shares in Q1 2022, an estimated $14K.
Geneos Wealth Management first reported a position in Fidelity Blue Chip Value ETF in Q3 2021 and held it in 2 quarters.
Geneos Wealth Management's Fidelity Blue Chip Value ETF position peaked at $14K in Q4 2021.
11 funds tracked by Wall St. Rank held Fidelity Blue Chip Value ETF as of Q1 2022.

Based on Geneos Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.