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GeoWealth Management’s Fidelity Corporate Bond ETF FCOR Stock Holding History

GeoWealth Management’s Portfolio FCOR Stock Details FCOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,779
Closed -$546K – 1297
2024
Q4 		$546K Sell
11,779
-113,904
-91% -$5.38M 0.02% 450
2024
Q3 		$6.07M Sell
125,683
-1,577
-1% -$75K 0.21% 83
2024
Q2 		$5.86M Sell
127,260
-6,564
-5% -$301K 0.25% 57
2024
Q1 		$6.22M Buy
133,824
+1,427
+1% +$66.2K 0.24% 79
2023
Q4 		$6.22M Buy
132,397
+29,772
+29% +$1.33M 0.51% 51
2023
Q3 		$4.49M Buy
+102,625
New +$4.62M 0.51% 55
2022
Q1 		– Sell
-192,855
Closed -$10.6M – 404
2021
Q4 		$10.6M Buy
+192,855
New +$10.7M 0.87% 31
2020
Q4 		– Sell
-5,941
Closed -$331K – 211
2020
Q3 		$331K Sell
5,941
-370
-6% -$20.9K 0.1% 112
2020
Q2 		$350K Buy
6,311
+1,094
+21% +$58.4K 0.14% 113
2020
Q1 		$261K Buy
5,217
+1,259
+32% +$66.5K 0.18% 78
2019
Q4 		$210K Buy
+3,958
New +$210K 0.11% 92

Other funds holding FCOR

KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
LCG
Lakeshore Capital Group Rolling Meadows, Illinois $123M AUM 17.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SFA
Salus Financial Advisors Colorado Springs, Colorado $171M AUM 16.63% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return

GeoWealth Management's FCOR Position: Q1 2025 in Review

GeoWealth Management sold out of Fidelity Corporate Bond ETF (FCOR) in Q1 2025, closing a stake of 11,779 shares — an estimated $546K sold.

GeoWealth Management first reported a position in FCOR in Q4 2019 and held it in 11 quarters. The position peaked at $10.6M in Q4 2021. 63 funds tracked by Wall St. Rank hold FCOR as of Q1 2025.

  • GeoWealth Management reported no remaining Fidelity Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 11,779 Fidelity Corporate Bond ETF shares in Q1 2025, an estimated $546K.
  • GeoWealth Management first reported a position in Fidelity Corporate Bond ETF in Q4 2019 and held it in 11 quarters.
  • GeoWealth Management's Fidelity Corporate Bond ETF position peaked at $10.6M in Q4 2021.
  • 63 funds tracked by Wall St. Rank held Fidelity Corporate Bond ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.