Geneos Wealth Management Inc. Schwab Fundamental Emerging Mk Transaction History

Geneos Wealth Management Inc.

  • $2.17 Billion
  • Q1 2024

A detailed history of Geneos Wealth Management Inc. transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 74,323 shares of FNDE stock, worth $2.21 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
74,323
Previous 105 70683.81%
Holding current value
$2.21 Million
Previous $2,000 103050.0%
% of portfolio
0.1%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
BUY
$25.58 - $27.83 $1.9 Million - $2.07 Million
74,218 Added 70683.81%
74,323 $2.06 Million
Q4 2023

Jan 26, 2024
BUY
$25.33 - $27.18 $2,659 - $2,853
105 New
105 $2,000
Q2 2022

Jul 22, 2022
BUY
N/A
88 Added 382.61%
111 $0
Q1 2022

May 16, 2022
BUY
N/A
23 New
23 $0
Q3 2021

Nov 09, 2021
SELL
N/A
-1,062 Closed
0 $0
Q2 2021

Jul 08, 2021
BUY
N/A
23 Added 2.21%
1,062 $34,000
Q1 2020

Sep 07, 2021
BUY
N/A
1,039 New
1,039 $20,000

Others Institutions Holding FNDE

# of Institutions
318
Shares Held
165M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL EMERGING MK

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