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

Geneos Wealth Management Inc.

  • $2.6 Billion
  • Q3 2024

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 1,095 shares of FNDA stock, worth $33,693. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,095
Previous 1,095 -0.0%
Holding current value
$33,693
Previous $60,000 8.33%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
425
Shares Held
122M
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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