Geneos Wealth Management Inc. Schwab Strategic Tr 1000 Index Transaction History
Geneos Wealth Management Inc.
- $3.77 Billion
- Q3 2025
A detailed history of Geneos Wealth Management Inc. transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 200 shares of SCHK stock, worth $6,459. This represents 0.0% of its overall portfolio holdings.
Number of Shares
200
Previous 200
-0.0%
Holding current value
$6,459
Previous $5,000
20.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SCHK
# of Institutions
243Shares Held
71.4MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA44.6MShares$1.44 Billion2.75% of portfolio
-
Legacy Wealth Management, Inc6.12MShares$198 Million11.54% of portfolio
-
Warwick Investment Management, Inc.3.5MShares$113 Million17.62% of portfolio
-
Creative Planning Overland Park, KS3.13MShares$101 Million0.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.53MShares$81.6 Million5.56% of portfolio