Geneos Wealth Management Inc. Schwab Fundamental U S Broad M Transaction History

Geneos Wealth Management Inc.

$3.77 Billion
Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 2,787 shares of FNDB stock, worth $70,845. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,787

Previous 2,787 -0.0%

Holding current value

$70,845

Previous $66,000 7.58%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$22.52 - $24.48 $60,826 - $66,120	2,701 Added 3140.7%	2,787 $64,000
Q4 2024 Jan 21, 2025	BUY	$23.07 - $70.32 $1,314 - $4,008	57 Added 196.55%	86 $2,000
Q3 2024 Nov 14, 2024	BUY	$64.17 - $70.37 $64 - $70	1 Added 3.57%	29 $2,000
Q1 2024 May 03, 2024	BUY	$59.85 - $66.26 $119 - $132	2 Added 7.69%	28 $1,000
Q4 2023 Jan 26, 2024	BUY	$52.56 - $61.29 $105 - $122	2 Added 8.33%	26 $1,000
Q3 2023 Oct 11, 2023	BUY	$54.9 - $58.95 $439 - $471	8 Added 50.0%	24 $1,000
Q2 2022 Jul 22, 2022	BUY	$49.26 - $58.47 $788 - $935	16 New	16 $0
Q4 2021 Feb 09, 2022	SELL	$54.05 - $58.21 $18,052 - $19,442	-334 Closed	0 $0
Q3 2021 Nov 09, 2021	BUY	$52.31 - $55.86 $17,471 - $18,657	334 New	334 $18,000

Others Institutions Holding FNDB

# of Institutions

166

Shares Held

13.4M

Call Options Held

Put Options Held

View Full List

About SCHWAB FUNDAMENTAL U S BROAD M

Ticker FNDB
Sector ETFs
Industry ETFs

More about FNDB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Account

Geneos Wealth Management Inc. Schwab Fundamental U S Broad M Transaction History