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Geneos Wealth Management’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Geneos Wealth Management’s Portfolio FELG Stock Details FELG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.1K Buy
269
+19
+8% +$758 ﹤0.01% 1985
2025
Q4 		$10.4K Hold
250
– – ﹤0.01% 1953
2025
Q3 		$10.3K Hold
250
– – ﹤0.01% 1951
2025
Q2 		$9.26K Sell
250
-250
-50% -$8.35K ﹤0.01% 2354
2025
Q1 		$15.8K Buy
500
+250
+100% +$8.65K ﹤0.01% 2425
2024
Q4 		$8.84K Buy
+250
New +$8.66K ﹤0.01% 2097

Other funds holding FELG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Geneos Wealth Management increased its Fidelity Enhanced Large Cap Growth ETF (FELG) stake by 7.6% in Q1 2026, buying an estimated $758 and bringing the position to 269 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1985.

Geneos Wealth Management first reported a position in FELG in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.8K in Q1 2025. 219 funds tracked by Wall St. Rank hold FELG as of Q1 2026.

  • Geneos Wealth Management held 269 shares of Fidelity Enhanced Large Cap Growth ETF worth $10.1K as of Q1 2026.
  • Geneos Wealth Management bought 19 Fidelity Enhanced Large Cap Growth ETF shares in Q1 2026, an estimated $758.
  • Fidelity Enhanced Large Cap Growth ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1985 holding.
  • Geneos Wealth Management first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Geneos Wealth Management's Fidelity Enhanced Large Cap Growth ETF position peaked at $15.8K in Q1 2025.
  • 219 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q1 2026.

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