Geneos Wealth Management’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.95K	Buy	94 +47	+100%	+$2.49K	﹤0.01%	2187
2026 Q1	$2.45K	Buy	47 +25	+114%	+$1.33K	﹤0.01%	2282
2025 Q4	$1.06K	Buy	22 +1	+5%	+$50	﹤0.01%	2401
2025 Q3	$1.07K	Hold	21	–	–	﹤0.01%	2401
2025 Q2	$1.09K	Sell	21 -31	-60%	-$1.59K	﹤0.01%	2962
2025 Q1	$2.67K	Buy	52 +31	+148%	+$1.56K	﹤0.01%	2689
2024 Q4	$1.04K	Hold	21	–	–	﹤0.01%	2758
2024 Q3	$1.07K	Hold	21	–	–	﹤0.01%	2434
2024 Q2	$991	Hold	21	–	–	﹤0.01%	1977
2024 Q1	$989	Sell	21 -31	-60%	-$1.42K	﹤0.01%	2020
2023 Q4	$2.3K	Buy	52 +32	+160%	+$1.37K	﹤0.01%	1897
2023 Q3	$872	Hold	20	–	–	﹤0.01%	2043
2023 Q2	$925	Hold	20	–	–	﹤0.01%	2027
2023 Q1	$914	Hold	20	–	–	﹤0.01%	1999
2022 Q4	$901	Hold	20	–	–	﹤0.01%	1975
2022 Q3	$0	Hold	20	–	–	﹤0.01%	2222
2022 Q2	$0	Hold	20	–	–	﹤0.01%	2659
2022 Q1	$0	Buy	+20	New	+$910	﹤0.01%	2830

Other funds holding FSTA

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

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

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

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

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return

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

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

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

Geneos Wealth Management increased its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 100% in Q2 2026, buying an estimated $2.49K and bringing the position to 94 shares worth $4.95K. The position accounts for ﹤0.01% of the portfolio, ranked #2187.

Geneos Wealth Management first reported a position in FSTA in Q1 2022 and has held it in 18 quarters since. 214 funds tracked by Wall St. Rank hold FSTA as of Q2 2026.

Geneos Wealth Management held 94 shares of Fidelity MSCI Consumer Staples Index ETF worth $4.95K as of Q2 2026.
Geneos Wealth Management bought 47 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2026, an estimated $2.49K.
Fidelity MSCI Consumer Staples Index ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2187 holding.
Geneos Wealth Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q1 2022 and has held it in 18 quarters since.
214 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2026.

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