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

Geneos Wealth Management Inc.

$2.88 Billion
Q1 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 4,160 shares of FUTY stock, worth $215,404. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,160

Previous 4,570 8.97%

Holding current value

$215,404

Previous $232,000 9.05%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

228

Shares Held

17.4M

Call Options Held

Put Options Held

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About FIDELITY COVINGTON TR MSCI UTI

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