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Fidelity vlu factor etf shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Fidelity vlu factor etf (FVAL) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Fidelity vlu factor etf

Tip: Access up to 7 years of quarterly data

All positions including Fidelity vlu factor etf 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 vlu factor etf by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $13k 223 57.01
2023-12-31 $12k 222 52.97
2023-09-30 $11k 221 47.81
2023-06-30 $11k 220 49.09
2023-03-31 $10k 219 45.76
2022-12-31 $9.6k 219 43.85
2022-09-30 $8.0k 219 36.53
2022-06-30 $9.0k 219 41.10
2022-03-31 $11k 219 50.23
2021-12-31 $36k 708 50.85
2021-09-30 $24k 508 47.24