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
Download as csv Download as ExcelQuarterly 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 |