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 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 -83	-80%	-$4.25K	﹤0.01%	2962
2025 Q1	$5.34K	Buy	104 +83	+395%	+$4.19K	﹤0.01%	2734
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 $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return

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

CAC

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

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

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

Geneos Wealth Management increased its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 114% in Q1 2026, buying an estimated $1.33K and bringing the position to 47 shares worth $2.45K. The position accounts for ﹤0.01% of the portfolio, ranked #2282.

Geneos Wealth Management first reported a position in FSTA in Q1 2022 and has held it in 17 quarters since. The position peaked at $5.34K in Q1 2025. 206 funds tracked by Wall St. Rank hold FSTA as of Q1 2026.

Geneos Wealth Management held 47 shares of Fidelity MSCI Consumer Staples Index ETF worth $2.45K as of Q1 2026.
Geneos Wealth Management bought 25 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2026, an estimated $1.33K.
Fidelity MSCI Consumer Staples Index ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2282 holding.
Geneos Wealth Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q1 2022 and has held it in 17 quarters since.
Geneos Wealth Management's Fidelity MSCI Consumer Staples Index ETF position peaked at $5.34K in Q1 2025.
206 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2026.

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