Geneos Wealth Management Inc. Schwab Fundamental Emerging Mk Transaction History

Geneos Wealth Management Inc.

$2.6 Billion
Q3 2024

A detailed history of Geneos Wealth Management Inc. transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 544 shares of FNDE stock, worth $16,646. This represents 0.0% of its overall portfolio holdings.

Number of Shares

544

Previous 72,324 99.25%

Holding current value

$16,646

Previous $2.14 Million 99.2%

% of portfolio

0.0%

Previous 0.1%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$28.02 - $32.68 $2.01 Million - $2.35 Million	-71,780 Reduced 99.25%	544 $17,000
Q2 2024 Jul 23, 2024	SELL	$27.2 - $30.7 $54,372 - $61,369	-1,999 Reduced 2.69%	72,324 $2.14 Million
Q1 2024 May 03, 2024	BUY	$25.58 - $27.83 $1.9 Million - $2.07 Million	74,218 Added 70683.81%	74,323 $2.06 Million
Q4 2023 Jan 26, 2024	BUY	$25.33 - $27.18 $2,659 - $2,853	105 New	105 $2,000
Q2 2022 Jul 22, 2022	BUY	$25.56 - $29.71 $2,249 - $2,614	88 Added 382.61%	111 $0
Q1 2022 May 16, 2022	BUY	$26.69 - $33.2 $613 - $763	23 New	23 $0
Q3 2021 Nov 09, 2021	SELL	$30.86 - $32.92 $32,773 - $34,961	-1,062 Closed	0 $0
Q2 2021 Jul 08, 2021	BUY	$30.51 - $33.34 $701 - $766	23 Added 2.21%	1,062 $34,000
Q1 2020 Sep 07, 2021	BUY	$18.64 - $30.37 $19,366 - $31,554	1,039 New	1,039 $20,000

Others Institutions Holding FNDE

# of Institutions

337

Shares Held

163M

Call Options Held

Put Options Held

View Full List

About SCHWAB FUNDAMENTAL EMERGING MK

Ticker FNDE
Sector ETFs
Industry ETFs

More about FNDE

Track This Portfolio

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.

Account

Geneos Wealth Management Inc. Schwab Fundamental Emerging Mk Transaction History