Geneos Wealth Management Inc. Schwab Fundamental Intl Small Transaction History
Geneos Wealth Management Inc.
- $2.24 Billion
- Q2 2024
A detailed history of Geneos Wealth Management Inc. transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 230,467 shares of FNDC stock, worth $8.48 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
230,467
Previous 228,588
0.82%
Holding current value
$8.48 Million
Previous $8.11 Million
1.2%
% of portfolio
0.36%
Previous 0.37%
Shares
26 transactions
Others Institutions Holding FNDC
# of Institutions
232Shares Held
66.2MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA55.9MShares$2.06 Billion0.37% of portfolio
-
Victory Capital Management Inc1MShares$36.9 Million0.04% of portfolio
-
Jane Street Group, LLC New York, NY786KShares$28.9 Million0.03% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK670KShares$24.7 Million0.89% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO473KShares$17.4 Million0.83% of portfolio