Geneos Wealth Management Inc. Ea Ser Tr Freedom 100 Emerging Transaction History

Geneos Wealth Management Inc.

$3.92 Billion
Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Ea Ser Tr Freedom 100 Emerging stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 89,981 shares of FRDM stock, worth $4.04 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

89,981

Previous 17,909 402.43%

Holding current value

$4.04 Million

Previous $627,000 479.74%

% of portfolio

0.09%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 18, 2025	BUY	$30.96 - $40.6 $2.23 Million - $2.93 Million	72,072 Added 402.43%	89,981 $3.64 Million
Q1 2025 May 21, 2025	SELL	$32.66 - $36.43 $33,149 - $36,976	-1,015 Reduced 5.36%	17,909 $627,000
Q1 2025 May 07, 2025	SELL	$32.66 - $36.43 $11,659 - $13,005	-357 Reduced 1.85%	18,924 $663,000
Q4 2024 Jan 21, 2025	BUY	$32.68 - $36.28 $106,732 - $118,490	3,266 Added 20.39%	19,281 $630,000
Q3 2024 Nov 14, 2024	SELL	$31.97 - $37.3 $15,473 - $18,053	-484 Reduced 2.93%	16,015 $573,000
Q2 2024 Jul 23, 2024	BUY	$32.03 - $35.89 $40,133 - $44,970	1,253 Added 8.22%	16,499 $582,000
Q1 2024 May 03, 2024	BUY	$30.02 - $33.85 $457,684 - $516,077	15,246 New	15,246 $514,000

Others Institutions Holding FRDM

# of Institutions

166

Shares Held

21.3M

Call Options Held

Put Options Held

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About EA SER TR FREEDOM 100 EMERGING

Ticker FRDM
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Geneos Wealth Management Inc. Ea Ser Tr Freedom 100 Emerging Transaction History