Geneos Wealth Management Inc. - FIDELITY COVINGTON TRUST ownership

FIDELITY COVINGTON TRUST's ticker is FVAL and the CUSIP is 316092782. A total of 87 filers reported holding FIDELITY COVINGTON TRUST in Q4 2022. The put-call ratio across all filers is 0.50 and the average weighting 0.4%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q3 2023$10,567
-2.1%
221
+0.5%
0.00%0.0%
Q2 2023$10,799
+7.8%
220
+0.5%
0.00%0.0%
Q1 2023$10,021
+4.4%
2190.0%0.00%0.0%
Q4 2022$9,603
+20.0%
2190.0%0.00%0.0%
Q3 2022$8,000
-11.1%
2190.0%0.00%
Q2 2022$9,000
-18.2%
2190.0%0.00%
Q1 2022$11,000
-69.4%
219
-69.1%
0.00%
-100.0%
Q4 2021$36,000
+50.0%
708
+39.4%
0.00%0.0%
Q3 2021$24,0005080.00%
Other shareholders
FIDELITY COVINGTON TRUST shareholders Q4 2022
NameSharesValueWeighting ↓
Goodwin Investment Advisory 553,756$25,339,89216.52%
Halpern Financial, Inc. 197,034$9,016,2943.24%
PRIMORIS WEALTH ADVISORS, LLC 29,837$1,365,3421.68%
Bouvel Investment Partners, LLC 45,791$2,095,3961.22%
BMS Financial Advisors, LLC 38,109$1,743,8681.20%
CONDOR CAPITAL MANAGEMENT 81,527$3,730,6750.47%
Patriot Financial Group Insurance Agency, LLC 42,140$1,928,3260.39%
ALTFEST L J & CO INC 52,930$2,4220.38%
Americana Partners, LLC 50,379$2,305,3430.36%
Samalin Investment Counsel, LLC 12,935$591,8930.36%
View complete list of FIDELITY COVINGTON TRUST shareholders