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Geneos Wealth Management’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Geneos Wealth Management’s Portfolio FFSM Stock Details FFSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3,722
Closed -$101K – 3225
2025
Q2 		$101K Buy
+3,722
New +$95K ﹤0.01% 1251

Other funds holding FFSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EFA
Evernest Financial Advisors Carmel, Indiana $481M AUM 19.97% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
KOMWMG
Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $147M AUM 20.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
SWM
SK Wealth Management Providence, Rhode Island $360M AUM 14.81% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
WQ
Wealth Quarterback Toms River, New Jersey $254M AUM 25.17% 1-Year Est. Return

Geneos Wealth Management's FFSM Position: Q3 2025 in Review

Geneos Wealth Management sold out of Fidelity Fundamental Small-Mid Cap ETF (FFSM) in Q3 2025, closing a stake of 3,722 shares — an estimated $101K sold.

Geneos Wealth Management first reported a position in FFSM in Q2 2025 and held it in 1 quarter. The position peaked at $101K in Q2 2025. 49 funds tracked by Wall St. Rank hold FFSM as of Q3 2025.

  • Geneos Wealth Management reported no remaining Fidelity Fundamental Small-Mid Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 3,722 Fidelity Fundamental Small-Mid Cap ETF shares in Q3 2025, an estimated $101K.
  • Geneos Wealth Management first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q2 2025 and held it in 1 quarter.
  • Geneos Wealth Management's Fidelity Fundamental Small-Mid Cap ETF position peaked at $101K in Q2 2025.
  • 49 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.