GWM
FFLC icon

Geneos Wealth Management’s Fidelity Fundamental Large Cap Core ETF FFLC Stock Holding History

Geneos Wealth Management’s Portfolio FFLC Stock Details FFLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-15
Closed -$769 – 2545
2026
Q1 		$769 Buy
+15
New +$805 ﹤0.01% 2434

Other funds holding FFLC

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SFG
Socha Financial Group Corning, New York $246M AUM 33.12% 1-Year Est. Return
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
DC
Dahring Cusmano Novi, Michigan $190M AUM 18.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

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

Geneos Wealth Management sold out of Fidelity Fundamental Large Cap Core ETF (FFLC) in Q2 2026, closing a stake of 15 shares — an estimated $769 sold.

Geneos Wealth Management first reported a position in FFLC in Q1 2026 and held it in 1 quarter. The position peaked at $769 in Q1 2026. 116 funds tracked by Wall St. Rank hold FFLC as of Q2 2026.

  • Geneos Wealth Management reported no remaining Fidelity Fundamental Large Cap Core ETF position as of Q2 2026 after selling out during the quarter.
  • Geneos Wealth Management sold 15 Fidelity Fundamental Large Cap Core ETF shares in Q2 2026, an estimated $769.
  • Geneos Wealth Management first reported a position in Fidelity Fundamental Large Cap Core ETF in Q1 2026 and held it in 1 quarter.
  • Geneos Wealth Management's Fidelity Fundamental Large Cap Core ETF position peaked at $769 in Q1 2026.
  • 116 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Core ETF as of Q2 2026.

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