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Genesis Private Wealth’s FTI Consulting FCN Stock Holding History

Genesis Private Wealth’s Portfolio FCN Stock Details FCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,273
Closed -$206K – 161
2025
Q2 		$206K Sell
1,273
-27
-2% -$4.41K 0.1% 145
2025
Q1 		$213K Buy
1,300
+18
+1% +$3.23K 0.11% 134
2024
Q4 		$245K Buy
+1,282
New +$264K 0.14% 102

Other funds holding FCN

Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Genesis Private Wealth's FCN Position: Q3 2025 in Review

Genesis Private Wealth sold out of FTI Consulting (FCN) in Q3 2025, closing a stake of 1,273 shares — an estimated $206K sold.

Genesis Private Wealth first reported a position in FCN in Q4 2024 and held it in 3 quarters. The position peaked at $245K in Q4 2024. 379 funds tracked by Wall St. Rank hold FCN as of Q3 2025.

  • Genesis Private Wealth reported no remaining FTI Consulting position as of Q3 2025 after selling out during the quarter.
  • Genesis Private Wealth sold 1,273 FTI Consulting shares in Q3 2025, an estimated $206K.
  • Genesis Private Wealth first reported a position in FTI Consulting in Q4 2024 and held it in 3 quarters.
  • Genesis Private Wealth's FTI Consulting position peaked at $245K in Q4 2024.
  • 379 funds tracked by Wall St. Rank held FTI Consulting as of Q3 2025.

Based on Genesis Private Wealth's 13F filing for Q3 2025, filed 8 Oct 2025.