Geneos Wealth Management Inc. Schwab Fundamental U S Broad M 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 Broad M stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 2,787 shares of FNDB stock, worth $64,435. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,787

Previous 2,787 -0.0%

Holding current value

$64,435

Previous $64,000 -0.0%

% 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

165

Shares Held

12.5M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S BROAD M

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