Geneos Wealth Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Geneos Wealth Management’s Portfolio FIDU Stock Details FIDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20.3K	Sell	204 -386	-65%	-$36.2K	﹤0.01%	1794
2026 Q1	$51K	Sell	590 -198	-25%	-$17.8K	﹤0.01%	1421
2025 Q4	$65K	Sell	788 -492	-38%	-$40.4K	﹤0.01%	1296
2025 Q3	$105K	Buy	+1,280	New	+$103K	﹤0.01%	1105
2023 Q4	–	Sell	-115	Closed	-$6.22K	–	2118
2023 Q3	$6.22K	Hold	115	–	–	﹤0.01%	1683
2023 Q2	$6.54K	Hold	115	–	–	﹤0.01%	1675
2023 Q1	$6.08K	Hold	115	–	–	﹤0.01%	1684
2022 Q4	$5.83K	Hold	115	–	–	﹤0.01%	1671
2022 Q3	$5K	Hold	115	–	–	﹤0.01%	1687
2022 Q2	$5K	Sell	115 -30	-21%	-$1.47K	﹤0.01%	2174
2022 Q1	$7K	Sell	145 -2,128	-94%	-$113K	﹤0.01%	2217
2021 Q4	$127K	Sell	2,273 -131	-5%	-$7.25K	﹤0.01%	1074
2021 Q3	$126K	Buy	2,404 +115	+5%	+$6.23K	﹤0.01%	1065
2021 Q2	$124K	Buy	2,289 +23	+1%	+$1.25K	﹤0.01%	1072
2021 Q1	$122K	Hold	2,266	–	–	﹤0.01%	1207
2020 Q4	$117K	Sell	2,266 -609	-21%	-$26.9K	﹤0.01%	1066
2020 Q3	$113K	Hold	2,875	–	–	0.01%	895
2020 Q2	$99K	Hold	2,875	–	–	0.01%	920
2020 Q1	$86K	Hold	2,875	–	–	0.01%	890
2019 Q4	$121K	Hold	2,875	–	–	0.01%	875
2019 Q3	$114K	Hold	2,875	–	–	0.01%	845
2019 Q2	$114K	Hold	2,875	–	–	0.01%	855
2019 Q1	$109K	Buy	2,875 +1,060	+58%	+$39.1K	0.01%	832
2018 Q4	$58K	Hold	1,815	–	–	﹤0.01%	1022
2018 Q3	$72K	Buy	1,815 +1,664	+1,102%	+$65.3K	﹤0.01%	1007
2018 Q2	$5K	Buy	+151	New	+$5.74K	﹤0.01%	1905
2017 Q3	–	Sell	-40	Closed	-$1K	–	2124
2017 Q2	$1K	Hold	40	–	–	﹤0.01%	1990
2017 Q1	$1K	Buy	+40	New	+$1.33K	﹤0.01%	1977

Other funds holding FIDU

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

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

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

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

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

Geneos Wealth Management reduced its Fidelity MSCI Industrials Index ETF (FIDU) stake by 65% in Q2 2026, selling an estimated $36.2K and leaving 204 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1794.

Geneos Wealth Management first reported a position in FIDU in Q1 2017 and has held it in 28 quarters since. The position peaked at $127K in Q4 2021. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

Geneos Wealth Management held 204 shares of Fidelity MSCI Industrials Index ETF worth $20.3K as of Q2 2026.
Geneos Wealth Management sold 386 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $36.2K.
Fidelity MSCI Industrials Index ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1794 holding.
Geneos Wealth Management first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2017 and has held it in 28 quarters since.
Geneos Wealth Management's Fidelity MSCI Industrials Index ETF position peaked at $127K in Q4 2021.
240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

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