Geneos Wealth Management’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$28.5K	Buy	570 +6	+1%	+$302	﹤0.01%	1642
2025 Q4	$28.3K	Sell	564 -2,133	-79%	-$107K	﹤0.01%	1608
2025 Q3	$135K	Buy	+2,697	New	+$135K	﹤0.01%	1024

Other funds holding FLDR

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AWM

Athena Wealth Management Reno, Nevada $122M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

Geneos Wealth Management increased its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 1.1% in Q1 2026, buying an estimated $302 and bringing the position to 570 shares worth $28.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1642.

Geneos Wealth Management first reported a position in FLDR in Q3 2025 and has held it in 3 quarters since. The position peaked at $135K in Q3 2025. 124 funds tracked by Wall St. Rank hold FLDR as of Q1 2026.

Geneos Wealth Management held 570 shares of Fidelity Low Duration Bond Factor ETF worth $28.5K as of Q1 2026.
Geneos Wealth Management bought 6 Fidelity Low Duration Bond Factor ETF shares in Q1 2026, an estimated $302.
Fidelity Low Duration Bond Factor ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1642 holding.
Geneos Wealth Management first reported a position in Fidelity Low Duration Bond Factor ETF in Q3 2025 and has held it in 3 quarters since.
Geneos Wealth Management's Fidelity Low Duration Bond Factor ETF position peaked at $135K in Q3 2025.
124 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q1 2026.

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