Geneos Wealth Management Inc. Schwab Short Term Us Treasury Transaction History

Geneos Wealth Management Inc.

  • $2.6 Billion
  • Q3 2024

A detailed history of Geneos Wealth Management Inc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 14,708 shares of SCHO stock, worth $354,904. This represents 0.03% of its overall portfolio holdings.

Number of Shares
14,708
Previous 43 34104.65%
Holding current value
$354,904
Previous $2,000 35900.0%
% of portfolio
0.03%
Previous 0.0%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$47.93 - $49.06 $702,893 - $719,464
14,665 Added 34104.65%
14,708 $720,000
Q1 2024

May 03, 2024
SELL
$48.05 - $48.63 $2,979 - $3,015
-62 Reduced 59.05%
43 $2,000
Q4 2023

Jan 26, 2024
BUY
$47.66 - $48.45 $2,954 - $3,003
62 Added 144.19%
105 $5,000
Q2 2023

Aug 08, 2023
SELL
$48.06 - $48.89 $39,505 - $40,187
-822 Reduced 95.03%
43 $2,000
Q1 2023

Apr 25, 2023
BUY
$47.8 - $49.0 $39,291 - $40,278
822 Added 1911.63%
865 $42,000
Q3 2022

Nov 14, 2022
BUY
$48.15 - $49.37 $2,070 - $2,122
43 New
43 $2,000
Q2 2022

Jul 22, 2022
SELL
$48.73 - $49.59 $21,489 - $21,869
-441 Closed
0 $0
Q1 2022

May 16, 2022
BUY
$49.47 - $50.82 $21,816 - $22,411
441 New
441 $21,000
Q4 2021

Feb 09, 2022
SELL
$50.83 - $51.21 $5,083 - $5,121
-100 Closed
0 $0
Q4 2020

May 19, 2021
SELL
$51.37 - $51.48 $10,222 - $10,244
-199 Reduced 66.56%
100 $5,000
Q3 2020

Sep 07, 2021
BUY
$51.49 - $51.63 $2,214 - $2,220
43 Added 16.8%
299 $15,000
Q1 2020

Sep 07, 2021
SELL
$50.48 - $51.73 $866,085 - $887,531
-17,157 Reduced 98.53%
256 $13,000
Q4 2019

Sep 07, 2021
BUY
$50.38 - $50.71 $869,357 - $875,051
17,256 Added 10991.08%
17,413 $878,000
Q2 2019

Sep 07, 2021
SELL
N/A
-9,751 Reduced 98.42%
157 $7,000
Q1 2019

Sep 07, 2021
SELL
N/A
-848 Reduced 7.88%
9,908 $497,000
Q4 2018

Sep 07, 2021
BUY
N/A
10,656 Added 10656.0%
10,756 $536,000
Q3 2018

Sep 07, 2021
SELL
N/A
-344 Reduced 77.48%
100 $4,000
Q2 2018

Sep 07, 2021
BUY
N/A
444 New
444 $22,000

Others Institutions Holding SCHO

# of Institutions
623
Shares Held
185M
Call Options Held
74.3K
Put Options Held
30.8K
View Full List

About SCHWAB SHORT-TERM US TREASURY

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