GWM
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Geneos Wealth Management’s Fidelity US Multifactor ETF FLRG Stock Holding History

Geneos Wealth Management’s Portfolio FLRG Stock Details FLRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.99K Buy
109
+1
+0.9% +$38 ﹤0.01% 2202
2025
Q4 		$4.1K Hold
108
– – ﹤0.01% 2191
2025
Q3 		$4.14K Buy
+108
New +$3.99K ﹤0.01% 2181

Other funds holding FLRG

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Geneos Wealth Management increased its Fidelity US Multifactor ETF (FLRG) stake by 0.93% in Q1 2026, buying an estimated $38 and bringing the position to 109 shares worth $3.99K. The position accounts for ﹤0.01% of the portfolio, ranked #2202.

Geneos Wealth Management first reported a position in FLRG in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.14K in Q3 2025. 45 funds tracked by Wall St. Rank hold FLRG as of Q1 2026.

  • Geneos Wealth Management held 109 shares of Fidelity US Multifactor ETF worth $3.99K as of Q1 2026.
  • Geneos Wealth Management bought 1 Fidelity US Multifactor ETF share in Q1 2026, an estimated $38.
  • Fidelity US Multifactor ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2202 holding.
  • Geneos Wealth Management first reported a position in Fidelity US Multifactor ETF in Q3 2025 and has held it in 3 quarters since.
  • Geneos Wealth Management's Fidelity US Multifactor ETF position peaked at $4.14K in Q3 2025.
  • 45 funds tracked by Wall St. Rank held Fidelity US Multifactor ETF as of Q1 2026.

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