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Fidelity sml mid factr shares owned by GEN Financial Management

Quarter-by-quarter ownership of Fidelity sml mid factr (FSMD) shares owned by GEN Financial Management from 13F filings

Historical chart of GEN Financial Management investment in Fidelity sml mid factr

Tip: Access up to 7 years of quarterly data

All positions including Fidelity sml mid factr held by GEN Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity sml mid factr by GEN Financial Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $13M 299k 44.13

More positions owned by GEN Financial Management

Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Spdr Series Trust State Street Spd (SLYG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Spdr Series Trust State Street Spd (MDYG)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for GEN Financial Management

Top funds holding Fidelity sml mid factr

FMR
Retirement Planning Group
Commonwealth Equity Services
LPL Financial
Envestnet Asset Management
Cetera Investment Advisers
Advocacy Wealth Management Services
Kestra Advisory Services
Sanctuary Advisors
Atria Investments
Stifel Financial
Advisor Group Holdings
Northwestern Mutual Wealth Management Company
Goldstone Financial Group
GEN Financial Management

View all funds holding Fidelity sml mid factr