Geneos Wealth Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$224K	Sell	3,830 -292	-7%	-$17.1K	﹤0.01%	952
2026 Q1	$243K	Sell	4,122 -17	-0.4%	-$985	0.01%	899
2025 Q4	$229K	Sell	4,139 -616	-13%	-$35.3K	0.01%	889
2025 Q3	$269K	Buy	4,755 +458	+11%	+$25K	0.01%	819
2025 Q2	$226K	Buy	4,297 +137	+3%	+$7.04K	0.01%	944
2025 Q1	$212K	Hold	4,160	–	–	0.01%	886
2024 Q4	$203K	Hold	4,160	–	–	0.01%	828
2024 Q3	$216K	Hold	4,160	–	–	0.01%	751
2024 Q2	$183K	Hold	4,160	–	–	0.01%	726
2024 Q1	$176K	Hold	4,160	–	–	0.01%	727
2023 Q4	$170K	Hold	4,160	–	–	0.01%	711
2023 Q3	$158K	Hold	4,160	–	–	0.01%	741
2023 Q2	$176K	Hold	4,160	–	–	0.01%	710
2023 Q1	$182K	Hold	4,160	–	–	0.01%	677
2022 Q4	$190K	Buy	4,160 +180	+5%	+$7.92K	0.01%	636
2022 Q3	$168K	Sell	3,980 -1,065	-21%	-$50.3K	0.01%	646
2022 Q2	$233K	Buy	5,045 +955	+23%	+$44.5K	0.01%	700
2022 Q1	$195K	Sell	4,090 -310	-7%	-$13.9K	0.01%	817
2021 Q4	$203K	Buy	4,400 +870	+25%	+$38K	0.01%	857
2021 Q3	$145K	Buy	3,530 +1,475	+72%	+$63.6K	0.01%	998
2021 Q2	$85K	Buy	2,055 +1,525	+288%	+$64.6K	﹤0.01%	1228
2021 Q1	$22K	Hold	530	–	–	﹤0.01%	2030
2020 Q4	$21K	Buy	530 +230	+77%	+$9.35K	﹤0.01%	1869
2020 Q3	$11K	Hold	300	–	–	﹤0.01%	1912
2020 Q2	$10K	Sell	300 -3,747	-93%	-$140K	﹤0.01%	1910
2020 Q1	$145K	Buy	4,047 +1,244	+44%	+$51.7K	0.01%	718
2019 Q4	$117K	Hold	2,803	–	–	0.01%	890
2019 Q3	$118K	Hold	2,803	–	–	0.01%	838
2019 Q2	$110K	Hold	2,803	–	–	0.01%	872
2019 Q1	$107K	Buy	2,803 +106	+4%	+$3.89K	0.01%	843
2018 Q4	$93K	Hold	2,697	–	–	0.01%	860
2018 Q3	$93K	Buy	2,697 +1,944	+258%	+$68.1K	0.01%	914
2018 Q2	$25K	Buy	753 +153	+26%	+$5.07K	﹤0.01%	1353
2018 Q1	$19K	Buy	600 +300	+100%	+$9.79K	﹤0.01%	1410
2017 Q4	$10K	Buy	+300	New	+$10.7K	﹤0.01%	1631

Other funds holding FUTY

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

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

Geneos Wealth Management reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 7.1% in Q2 2026, selling an estimated $17.1K and leaving 3,830 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #952.

Geneos Wealth Management first reported a position in FUTY in Q4 2017 and has held it in 35 quarters since. The position peaked at $269K in Q3 2025. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Geneos Wealth Management held 3,830 shares of Fidelity MSCI Utilities Index ETF worth $224K as of Q2 2026.
Geneos Wealth Management sold 292 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $17.1K.
Fidelity MSCI Utilities Index ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #952 holding.
Geneos Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2017 and has held it in 35 quarters since.
Geneos Wealth Management's Fidelity MSCI Utilities Index ETF position peaked at $269K in Q3 2025.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

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