Geneos Wealth Management Inc. Capital Group Core Equity ETF Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
A detailed history of Geneos Wealth Management Inc. transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 2,173 shares of CGUS stock, worth $79,314. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,173
Previous 1,030
110.97%
Holding current value
$79,314
Previous $35,000
114.29%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding CGUS
# of Institutions
281Shares Held
71.4MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$244 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$243 Million0.1% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.76MShares$137 Million1.3% of portfolio
-
Morgan Stanley New York, NY3.03MShares$111 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.67MShares$97.3 Million0.21% of portfolio