Geneos Wealth Management Inc. Schwab Fundamental U S Small C Transaction History

Geneos Wealth Management Inc.

  • $2.88 Billion
  • Q1 2025

A detailed history of Geneos Wealth Management Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 2,882 shares of FNDA stock, worth $78,649. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,882
Previous 3,970 27.41%
Holding current value
$78,649
Previous $108,000 27.78%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 21, 2025
SELL
$26.87 - $30.99 $29,234 - $33,717
-1,088 Reduced 27.41%
2,882 $78,000
Q1 2025

May 07, 2025
BUY
$26.87 - $30.99 $47,828 - $55,162
1,780 Added 81.28%
3,970 $108,000
Q4 2024

Jan 21, 2025
BUY
$29.26 - $59.11 $32,039 - $64,725
1,095 Added 100.0%
2,190 $65,000
Q1 2024

May 03, 2024
BUY
$52.35 - $57.03 $11,307 - $12,318
216 Added 24.57%
1,095 $62,000
Q4 2023

Jan 26, 2024
BUY
$44.98 - $56.11 $36,793 - $45,897
818 Added 1340.98%
879 $48,000
Q4 2022

Jan 30, 2023
SELL
$43.53 - $50.11 $827 - $952
-19 Reduced 23.75%
61 $2,000
Q3 2022

Nov 14, 2022
SELL
$42.52 - $52.23 $1,998 - $2,454
-47 Reduced 37.01%
80 $3,000
Q2 2022

Jul 22, 2022
BUY
$44.28 - $53.81 $2,081 - $2,529
47 Added 58.75%
127 $0
Q1 2022

May 16, 2022
BUY
$50.55 - $56.5 $3,083 - $3,446
61 Added 321.05%
80 $4,000
Q2 2021

Jul 08, 2021
BUY
$50.53 - $56.06 $960 - $1,065
19 New
19 $1,000

Others Institutions Holding FNDA

# of Institutions
454
Shares Held
247M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

FNDA Quotes by TradingView
  • Ticker FNDA
  • Sector ETFs
  • Industry ETFs
More about FNDA
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