Genesis Private Wealth
FMDE icon

Genesis Private Wealth’s Fidelity Enhanced Mid Cap Core ETF FMDE Stock Holding History

Genesis Private Wealth’s Portfolio FMDE Stock Details FMDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.79M Buy
69,122
+14,265
+26% +$590K 0.79% 38
2026
Q2 		$2.23M Buy
54,857
+14,331
+35% +$557K 0.63% 41
2026
Q1 		$1.46M Buy
40,526
+7,637
+23% +$283K 0.46% 51
2025
Q4 		$1.2M Buy
32,889
+26,478
+413% +$953K 0.37% 56
2025
Q3 		$232K Buy
+6,411
New +$227K 0.1% 130

Other funds holding FMDE

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Richard P. Slaughter Associates
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
GW Henssler & Associates
GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Lifelong Wealth Advisors
Lifelong Wealth Advisors Arden Hills, Minnesota $432M AUM 12.54% 1-Year Est. Return
Kendall Capital Management
Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return
Adamsbrown Wealth Consultants
Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return

Genesis Private Wealth's FMDE Position: Q3 2026 in Review

Genesis Private Wealth increased its Fidelity Enhanced Mid Cap Core ETF (FMDE) stake by 26% in Q3 2026, buying an estimated $590K and bringing the position to 69,122 shares worth $2.79M. The position accounts for 0.79% of the portfolio, ranked #38.

Genesis Private Wealth first reported a position in FMDE in Q3 2025 and has held it in 5 quarters since. 189 funds tracked by Wall St. Rank hold FMDE as of Q3 2026.

  • Genesis Private Wealth held 69,122 shares of Fidelity Enhanced Mid Cap Core ETF worth $2.79M as of Q3 2026.
  • Genesis Private Wealth bought 14,265 Fidelity Enhanced Mid Cap Core ETF shares in Q3 2026, an estimated $590K.
  • Fidelity Enhanced Mid Cap Core ETF made up 0.79% of Genesis Private Wealth's portfolio in Q3 2026, its #38 holding.
  • Genesis Private Wealth first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q3 2025 and has held it in 5 quarters since.
  • 189 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q3 2026.

Based on Genesis Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.