Geneos Wealth Management Inc. Schwab Fundamental Emerging Mk Transaction History

Geneos Wealth Management Inc.

  • $2.88 Billion
  • Q1 2025

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 459 shares of FNDE stock, worth $15,624. This represents 0.0% of its overall portfolio holdings.

Number of Shares
459
Previous 459 -0.0%
Holding current value
$15,624
Previous $14,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 07, 2025
BUY
$28.11 - $32.0 $12,902 - $14,688
459 New
459 $14,000
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
412
Shares Held
163M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL EMERGING MK

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