Geneos Wealth Management Inc. Schwab Fundamental U S Large C 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 Large C stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 364 shares of FNDX stock, worth $8,659. This represents 0.0% of its overall portfolio holdings.

Number of Shares
364
Previous 364 -0.0%
Holding current value
$8,659
Previous $24,000 8.33%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
597
Shares Held
195M
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
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