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Fidelity msci utils index shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Fidelity msci utils index (FUTY) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Fidelity msci utils index

Tip: Access up to 7 years of quarterly data

All positions including Fidelity msci utils index held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci utils index by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $183k 4.2k 43.96
2024-03-31 $177k 4.2k 42.42
2023-12-31 $170k 4.2k 40.86
2023-09-30 $158k 4.2k 37.92
2023-06-30 $176k 4.2k 42.28
2023-03-31 $182k 4.2k 43.82
2022-12-31 $190k 4.2k 45.58
2022-09-30 $168k 4.0k 42.21
2022-06-30 $233k 5.0k 46.18
2022-03-31 $195k 4.1k 47.68
2021-12-31 $203k 4.4k 46.14
2021-09-30 $145k 3.5k 41.08
2021-06-30 $85k 2.1k 41.36
2021-03-31 $22k 530 41.51
2020-12-31 $21k 530 39.62
2020-09-30 $11k 300 36.67
2020-06-30 $10k 300 33.33
2020-03-31 $145k 4.0k 35.83
2019-12-31 $117k 2.8k 41.74
2019-09-30 $118k 2.8k 42.10
2019-06-30 $110k 2.8k 39.24
2019-03-31 $107k 2.8k 38.17
2018-12-31 $93k 2.7k 34.48
2018-09-30 $93k 2.7k 34.48
2018-06-30 $25k 753 33.20
2018-03-31 $19k 600 31.67
2017-12-31 $10k 300 33.33