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GeoWealth Management’s American Century Focused Dynamic Growth ETF FDG Stock Holding History

GeoWealth Management’s Portfolio FDG Stock Details FDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,082
Closed -$280K – 1239
2025
Q1 		$280K Sell
3,082
-137
-4% -$13.9K 0.01% 570
2024
Q4 		$334K Buy
3,219
+2,884
+861% +$290K 0.01% 598
2024
Q3 		$31K Buy
+335
New +$29.7K ﹤0.01% 1201
2024
Q1 		– Sell
-7,668
Closed -$546K – 867
2023
Q4 		$546K Sell
7,668
-107,341
-93% -$7.03M 0.05% 315
2023
Q3 		$7.25M Buy
+115,009
New +$7.6M 0.82% 32
2021
Q4 		– Sell
-100,254
Closed -$8.22M – 389
2021
Q3 		$8.22M Buy
+100,254
New +$8.39M 0.68% 42

Other funds holding FDG

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $235M AUM 17.84% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
S
Sunpointe St. Louis, Missouri $305M AUM 29.8% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

GeoWealth Management's FDG Position: Q2 2025 in Review

GeoWealth Management sold out of American Century Focused Dynamic Growth ETF (FDG) in Q2 2025, closing a stake of 3,082 shares — an estimated $280K sold.

GeoWealth Management first reported a position in FDG in Q3 2021 and held it in 6 quarters. The position peaked at $8.22M in Q3 2021. 57 funds tracked by Wall St. Rank hold FDG as of Q2 2025.

  • GeoWealth Management reported no remaining American Century Focused Dynamic Growth ETF position as of Q2 2025 after selling out during the quarter.
  • GeoWealth Management sold 3,082 American Century Focused Dynamic Growth ETF shares in Q2 2025, an estimated $280K.
  • GeoWealth Management first reported a position in American Century Focused Dynamic Growth ETF in Q3 2021 and held it in 6 quarters.
  • GeoWealth Management's American Century Focused Dynamic Growth ETF position peaked at $8.22M in Q3 2021.
  • 57 funds tracked by Wall St. Rank held American Century Focused Dynamic Growth ETF as of Q2 2025.

Based on GeoWealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.