Geneos Wealth Management’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$50.1K	Buy	+1,000	New	+$50.3K	﹤0.01%	1461
2021 Q3	–	Sell	-600	Closed	-$31K	–	2852
2021 Q2	$31K	Buy	+600	New	+$31.4K	﹤0.01%	1697

Other funds holding FLTB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

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

HIW

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Geneos Wealth Management opened a new position in Fidelity Limited Term Bond ETF (FLTB) in Q2 2026: 1,000 shares worth $50.1K. The stake represents ﹤0.01% of the portfolio and ranks #1461 among its holdings. This is a return to the name: Geneos Wealth Management previously reported a position in FLTB as recently as Q2 2021.

Geneos Wealth Management first reported a position in FLTB in Q2 2021 and has held it in 2 quarters since. 86 funds tracked by Wall St. Rank hold FLTB as of Q2 2026.

Geneos Wealth Management held 1,000 shares of Fidelity Limited Term Bond ETF worth $50.1K as of Q2 2026.
Fidelity Limited Term Bond ETF was a new Geneos Wealth Management position in Q2 2026.
Fidelity Limited Term Bond ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1461 holding.
Geneos Wealth Management first reported a position in Fidelity Limited Term Bond ETF in Q2 2021 and has held it in 2 quarters since.
86 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2026.

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