Geneos Wealth Management Inc. SCHWAB STRATEGIC TR Transaction History

Geneos Wealth Management Inc.

  • $2.88 Billion
  • Q1 2025
Number of Shares
10,035
Previous 10,603 5.36%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 21, 2025
SELL
N/A
-568 Reduced 5.36%
10,035 $0
Q1 2025

May 07, 2025
BUY
N/A
10,603 New
10,603 $0
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