Geneos Wealth Management Inc. Fidelity Covington Tr Msci Uti Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Fidelity Covington Tr Msci Uti stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 4,297 shares of FUTY stock, worth $237,495. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,297
Previous 4,160 3.29%
Holding current value
$237,495
Previous $211,000 7.11%
% of portfolio
0.01%
Previous 0.01%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 18, 2025
BUY
$47.29 - $53.34 $6,478 - $7,307
137 Added 3.29%
4,297 $226,000
Q1 2025

May 21, 2025
SELL
$48.13 - $51.78 $19,733 - $21,229
-410 Reduced 8.97%
4,160 $211,000
Q1 2025

May 07, 2025
BUY
$48.13 - $51.78 $19,733 - $21,229
410 Added 9.86%
4,570 $232,000
Q4 2022

Jan 30, 2023
BUY
$39.83 - $46.97 $7,169 - $8,454
180 Added 4.52%
4,160 $189,000
Q3 2022

Nov 14, 2022
SELL
$42.22 - $50.2 $44,964 - $53,463
-1,065 Reduced 21.11%
3,980 $168,000
Q2 2022

Jul 22, 2022
BUY
$41.6 - $49.41 $39,728 - $47,186
955 Added 23.35%
5,045 $227,000
Q1 2022

May 16, 2022
SELL
$41.94 - $47.96 $13,001 - $14,867
-310 Reduced 7.05%
4,090 $195,000
Q4 2021

Feb 09, 2022
BUY
$41.19 - $46.32 $35,835 - $40,298
870 Added 24.65%
4,400 $203,000
Q3 2021

Nov 09, 2021
BUY
$40.99 - $45.14 $60,460 - $66,581
1,475 Added 71.78%
3,530 $145,000
Q2 2021

Jul 08, 2021
BUY
$41.03 - $43.75 $62,570 - $66,718
1,525 Added 287.74%
2,055 $85,000
Q4 2020

May 19, 2021
BUY
$38.33 - $42.89 $8,815 - $9,864
230 Added 76.67%
530 $21,000
Q2 2020

Sep 07, 2021
SELL
$33.58 - $40.67 $125,824 - $152,390
-3,747 Reduced 92.59%
300 $10,000
Q1 2020

Sep 07, 2021
BUY
$29.08 - $46.21 $36,175 - $57,485
1,244 Added 44.38%
4,047 $145,000
Q1 2019

Sep 07, 2021
BUY
$34.2 - $38.8 $3,625 - $4,112
106 Added 3.93%
2,803 $107,000
Q3 2018

Sep 07, 2021
BUY
$33.98 - $36.04 $66,057 - $70,061
1,944 Added 258.17%
2,697 $93,000
Q2 2018

Sep 07, 2021
BUY
$32.1 - $34.25 $4,911 - $5,240
153 Added 25.5%
753 $25,000
Q1 2018

Sep 07, 2021
BUY
$31.11 - $34.21 $9,333 - $10,263
300 Added 100.0%
600 $19,000
Q4 2017

Sep 07, 2021
BUY
$34.11 - $36.94 $10,233 - $11,082
300
300 $10,000

Others Institutions Holding FUTY

# of Institutions
251
Shares Held
18.2M
Call Options Held
0
Put Options Held
0
View Full List

About FIDELITY COVINGTON TR MSCI UTI

FUTY Quotes by TradingView
  • Ticker FUTY
  • Sector ETFs
  • Industry ETFs
More about FUTY
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email