Geneos Wealth Management Inc.
Position in FDIS — Fidelity MSCI Consumer Discretionary Index ETF
CIK 1764754
ENGLEWOOD, CO
All Filings in FDIS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 FDIS | $59,458 | 578 | Shares | Sole | 2025-10-22 | |
| 2025-03-31 FDIS | $929 | 11 | Shares | Sole | 2025-05-08 | |
| 2023-12-31 FDIS | $868 | 11 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 FDIS | $319,539 | 4,574 | Shares | Sole | 2023-10-11 | |
| 2022-06-30 FDIS | $26,971 | 458 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 FDIS | $36,218 | 458 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 FDIS | $184,152 | 2,086 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 FDIS | $167,443 | 2,086 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 FDIS | $169,072 | 2,085 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 FDIS | $147,717 | 1,935 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 FDIS | $138,352 | 1,935 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 FDIS | $132,620 | 2,138 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 FDIS | $111,188 | 2,137 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 FDIS | $85,216 | 2,258 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||