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

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

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 19,281 shares of FRDM stock, worth $690,452. This represents 0.02% of its overall portfolio holdings.

Number of Shares
19,281
Previous 16,015 20.39%
Holding current value
$690,452
Previous $573,000 9.95%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
135
Shares Held
17.1M
Call Options Held
0
Put Options Held
84.2K
View Full List

About EA SER TR FREEDOM 100 EMERGING

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