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Geneos Wealth Management’s American Century Focused Dynamic Growth ETF FDG Stock Holding History

Geneos Wealth Management’s Portfolio FDG Stock Details FDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$647K Hold
4,858
– – 0.01% 657
2026
Q1 		$554K Buy
+4,858
New +$591K 0.01% 664

Other funds holding FDG

American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
S
Sunpointe St. Louis, Missouri $352M AUM 36.03% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM

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

Geneos Wealth Management held its American Century Focused Dynamic Growth ETF (FDG) position steady in Q2 2026 at 4,858 shares worth $647K. The position accounts for 0.01% of the portfolio, ranked #657.

Geneos Wealth Management first reported a position in FDG in Q1 2026 and has held it in 2 quarters since. 61 funds tracked by Wall St. Rank hold FDG as of Q2 2026.

  • Geneos Wealth Management held 4,858 shares of American Century Focused Dynamic Growth ETF worth $647K as of Q2 2026.
  • Geneos Wealth Management left its American Century Focused Dynamic Growth ETF share count unchanged in Q2 2026.
  • American Century Focused Dynamic Growth ETF made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #657 holding.
  • Geneos Wealth Management first reported a position in American Century Focused Dynamic Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 61 funds tracked by Wall St. Rank held American Century Focused Dynamic Growth ETF as of Q2 2026.

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