FENI FIDELITY COVINGTON TRUST

Ownership history in GERBER, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which GERBER, LLC reported a position in FIDELITY COVINGTON TRUST (FENI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
10.71% (2025 Q1)
Avg. % of fund
9.75%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 415,420 -12,733 -3.0% 8.47% $15.2M $36.58
2025 Q3 REDUCED 428,153 -13,584 -3.1% 9.49% $15.1M $34.93
2025 Q2 ADDED 441,737 +9,914 +2.3% 10.33% $14.7M $32.77
2025 Q1 ADDED 431,823 +3,459 +0.8% 10.71% $12.9M $29.01
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% of Fund (quarterly)    FENI price (monthly, adj. close)
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