Geneos Wealth Management Inc. Capital Group Divid Value ETF Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
A detailed history of Geneos Wealth Management Inc. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 8,419 shares of CGDV stock, worth $310,745. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,419
Previous 7,550
11.51%
Holding current value
$310,745
Previous $275,000
7.64%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding CGDV
# of Institutions
430Shares Held
249MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA23.3MShares$859 Million0.17% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.1MShares$629 Million0.23% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.2MShares$597 Million0.27% of portfolio
-
Advance Capital Management, Inc. Southfield, MI10.8MShares$400 Million22.7% of portfolio
-
Northwestern Mutual Wealth Management CO10.6MShares$390 Million0.34% of portfolio