GWM
FBND icon

Geneos Wealth Management’s Fidelity Total Bond ETF FBND Stock Holding History

Geneos Wealth Management’s Portfolio FBND Stock Details FBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$201K Buy
4,420
+2,201
+99% +$100K ﹤0.01% 991
2026
Q1 		$101K Buy
2,219
+1
+0% +$46 ﹤0.01% 1170
2025
Q4 		$102K Buy
2,218
+1
+0% +$46 ﹤0.01% 1143
2025
Q3 		$103K Sell
2,217
-1,395
-39% -$64.1K ﹤0.01% 1115
2025
Q2 		$165K Buy
3,612
+2
+0.1% +$91 ﹤0.01% 1063
2025
Q1 		$165K Buy
3,610
+1,397
+63% +$63.3K 0.01% 984
2024
Q4 		$99.3K Buy
2,213
+13
+0.6% +$594 ﹤0.01% 1071
2024
Q3 		$103K Buy
2,200
+86
+4% +$3.97K ﹤0.01% 957
2024
Q2 		$95K Hold
2,114
– – ﹤0.01% 880
2024
Q1 		$95.8K Buy
2,114
+394
+23% +$17.9K ﹤0.01% 862
2023
Q4 		$79.2K Buy
1,720
+228
+15% +$10.1K ﹤0.01% 909
2023
Q3 		$65K Buy
1,492
+108
+8% +$4.83K ﹤0.01% 1000
2023
Q2 		$62.9K Hold
1,384
– – ﹤0.01% 1012
2023
Q1 		$63.7K Hold
1,384
– – ﹤0.01% 1000
2022
Q4 		$62.3K Sell
1,384
-15
-1% -$673 ﹤0.01% 970
2022
Q3 		$62K Buy
1,399
+128
+10% +$5.98K ﹤0.01% 953
2022
Q2 		$59K Hold
1,271
– – ﹤0.01% 1209
2022
Q1 		$63K Sell
1,271
-113
-8% -$5.78K ﹤0.01% 1273
2021
Q4 		$73K Hold
1,384
– – ﹤0.01% 1303
2021
Q3 		$73K Buy
+1,384
New +$74.2K ﹤0.01% 1303
2021
Q2 		– Sell
-86
Closed -$4K – 2934
2021
Q1 		$4K Buy
+86
New +$4.58K ﹤0.01% 2712

Other funds holding FBND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Geneos Wealth Management's FBND Position: Q2 2026 in Review

Geneos Wealth Management increased its Fidelity Total Bond ETF (FBND) stake by 99% in Q2 2026, buying an estimated $100K and bringing the position to 4,420 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #991.

Geneos Wealth Management first reported a position in FBND in Q1 2021 and has held it in 21 quarters since. 795 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • Geneos Wealth Management held 4,420 shares of Fidelity Total Bond ETF worth $201K as of Q2 2026.
  • Geneos Wealth Management bought 2,201 Fidelity Total Bond ETF shares in Q2 2026, an estimated $100K.
  • Fidelity Total Bond ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #991 holding.
  • Geneos Wealth Management first reported a position in Fidelity Total Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • 795 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.