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 Q2	$37.6K	Buy	860 +591	+220%	+$25.2K	﹤0.01%	1573
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	Hold	250	–	–	﹤0.01%	2354
2025 Q1	$7.88K	Hold	250	–	–	﹤0.01%	2355
2024 Q4	$8.84K	Buy	+250	New	+$8.66K	﹤0.01%	2097

Other funds holding FELG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Geneos Wealth Management increased its Fidelity Enhanced Large Cap Growth ETF (FELG) stake by 220% in Q2 2026, buying an estimated $25.2K and bringing the position to 860 shares worth $37.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1573.

Geneos Wealth Management first reported a position in FELG in Q4 2024 and has held it in 7 quarters since. 247 funds tracked by Wall St. Rank hold FELG as of Q2 2026.

Geneos Wealth Management held 860 shares of Fidelity Enhanced Large Cap Growth ETF worth $37.6K as of Q2 2026.
Geneos Wealth Management bought 591 Fidelity Enhanced Large Cap Growth ETF shares in Q2 2026, an estimated $25.2K.
Fidelity Enhanced Large Cap Growth ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1573 holding.
Geneos Wealth Management first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
247 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q2 2026.

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