Geneos Wealth Management Inc. Schwab Fundamental U S Broad M 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 Broad M stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 29 shares of FNDB stock, worth $672. This represents 0.0% of its overall portfolio holdings.

Number of Shares
29
Previous 28 3.57%
Holding current value
$672
Previous $1,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
145
Shares Held
4.05M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S BROAD M

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