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

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 5,832 shares of FNDX stock, worth $153,264. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,832
Previous 6,063 3.81%
Holding current value
$153,264
Previous $143,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 18, 2025
SELL
$20.84 - $24.54 $4,814 - $5,668
-231 Reduced 3.81%
5,832 $143,000
Q1 2025

May 07, 2025
BUY
$23.03 - $25.01 $22,592 - $24,534
981 Added 19.3%
6,063 $143,000
Q4 2024

Jan 21, 2025
BUY
$23.49 - $71.77 $110,825 - $338,610
4,718 Added 1296.15%
5,082 $120,000
Q2 2024

Jul 23, 2024
SELL
$63.87 - $67.55 $1,724 - $1,823
-27 Reduced 6.91%
364 $24,000
Q1 2024

May 03, 2024
BUY
$60.89 - $67.39 $17,475 - $19,340
287 Added 275.96%
391 $26,000
Q4 2023

Jan 26, 2024
BUY
$53.46 - $62.11 $4,116 - $4,782
77 Added 285.19%
104 $6,000
Q3 2022

Nov 14, 2022
SELL
$47.76 - $56.79 $2,817 - $3,350
-59 Reduced 68.6%
27 $1,000
Q2 2022

Jul 22, 2022
SELL
$49.93 - $59.29 $130,566 - $155,043
-2,615 Reduced 96.82%
86 $0
Q2 2021

Jul 08, 2021
BUY
$52.09 - $56.08 $1,406 - $1,514
27 Added 1.01%
2,701 $149,000
Q2 2019

Sep 07, 2021
BUY
N/A
2,674 New
2,674 $104,000

Others Institutions Holding FNDX

# of Institutions
728
Shares Held
620M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

FNDX Quotes by TradingView
  • Ticker FNDX
  • Sector ETFs
  • Industry ETFs
More about FNDX
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email