Fidelity divid etf risi shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Fidelity divid etf risi (FDRR) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Fidelity divid etf risi
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Quarterly reported holdings in Fidelity divid etf risi by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $77k | 1.6k | 48.25 |
| 2024-03-31 | $75k | 1.6k | 46.55 |
| 2023-12-31 | $70k | 1.6k | 43.91 |
| 2023-09-30 | $78k | 2.0k | 39.77 |
| 2023-06-30 | $81k | 2.0k | 41.74 |
| 2023-03-31 | $79k | 2.0k | 40.66 |
| 2022-12-31 | $78k | 2.0k | 39.85 |
| 2022-09-30 | $78k | 2.2k | 35.45 |
| 2022-06-30 | $85k | 2.2k | 38.64 |
| 2022-03-31 | $97k | 2.2k | 44.09 |
| 2021-12-31 | $146k | 3.2k | 45.34 |
| 2021-09-30 | $134k | 3.2k | 41.61 |
| 2021-06-30 | $115k | 2.7k | 42.36 |
| 2021-03-31 | $112k | 2.7k | 41.25 |
| 2020-12-31 | $109k | 2.7k | 40.15 |
| 2020-09-30 | $79k | 2.5k | 31.64 |
| 2020-06-30 | $74k | 2.5k | 29.64 |
| 2020-03-31 | $65k | 2.5k | 26.03 |
| 2019-12-31 | $1.5M | 41k | 35.28 |
| 2019-09-30 | $1.3M | 41k | 32.09 |
| 2019-06-30 | $1.3M | 42k | 31.90 |
| 2019-03-31 | $1.3M | 41k | 31.57 |
| 2018-12-31 | $1.2M | 42k | 28.51 |
| 2018-09-30 | $56k | 1.7k | 32.28 |
| 2018-06-30 | $52k | 1.7k | 29.97 |
| 2018-03-31 | $51k | 1.7k | 29.39 |