Geneos Wealth Management Inc.
Position in FDRR — Fidelity Dividend ETF for Rising Rates
CIK 1764754
ENGLEWOOD, CO
All Filings in FDRR
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FDRR | $47,042 | 800 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 FDRR | $48,816 | 800 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 FDRR | $46,895 | 800 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 FDRR | $43,383 | 800 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 FDRR | $39,960 | 800 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 FDRR | $82,206 | 1,600 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 FDRR | $82,400 | 1,600 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 FDRR | $77,200 | 1,600 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 FDRR | $74,480 | 1,600 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 FDRR | $70,252 | 1,600 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 FDRR | $77,551 | 1,950 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 FDRR | $81,393 | 1,950 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 FDRR | $79,287 | 1,950 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 FDRR | $77,707 | 1,950 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 FDRR | $78,034 | 2,200 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 FDRR | $84,986 | 2,200 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 FDRR | $97,944 | 2,200 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 FDRR | $146,091 | 3,220 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 FDRR | $133,243 | 3,220 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 FDRR | $114,703 | 2,715 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 FDRR | $109,115 | 2,715 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 FDRR | $99,939 | 2,715 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 FDRR | $81,027 | 2,497 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 FDRR | $76,782 | 2,497 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 FDRR | $65,870 | 2,497 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||