Verus Wealth Management’s Fortis FTS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-4,293
Closed -$218K 53
2025
Q3
$218K Hold
4,293
0.2% 55
2025
Q2
$205K Buy
+4,293
New +$204K 0.21% 54

Other funds holding FTS

Verus Wealth Management's FTS Position: Q4 2025 in Review

Verus Wealth Management sold out of Fortis (FTS) in Q4 2025, closing a stake of 4,293 shares — an estimated $218K sold.

Verus Wealth Management first reported a position in FTS in Q2 2025 and held it in 2 quarters. The position peaked at $218K in Q3 2025. 313 funds tracked by Wall St. Rank hold FTS as of Q4 2025.

  • Verus Wealth Management reported no remaining Fortis position as of Q4 2025 after selling out during the quarter.
  • Verus Wealth Management sold 4,293 Fortis shares in Q4 2025, an estimated $218K.
  • Verus Wealth Management first reported a position in Fortis in Q2 2025 and held it in 2 quarters.
  • Verus Wealth Management's Fortis position peaked at $218K in Q3 2025.
  • 313 funds tracked by Wall St. Rank held Fortis as of Q4 2025.

Based on Verus Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.