Geneos Wealth Management Inc. Capital Group Core Equity ETF Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

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 140,501 shares of CGUS stock, worth $5.53 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
140,501
Previous 7,367 1807.17%
Holding current value
$5.53 Million
Previous $246,000 2008.94%
% of portfolio
0.13%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 18, 2025
BUY
$29.93 - $36.93 $3.98 Million - $4.92 Million
133,134 Added 1807.17%
140,501 $5.19 Million
Q1 2025

May 07, 2025
BUY
$33.08 - $36.62 $171,817 - $190,204
5,194 Added 239.02%
7,367 $246,000
Q4 2024

Jan 21, 2025
BUY
$33.96 - $36.24 $38,816 - $41,422
1,143 Added 110.97%
2,173 $75,000
Q3 2024

Nov 14, 2024
BUY
$31.19 - $34.33 $22,113 - $24,339
709 Added 220.87%
1,030 $35,000
Q2 2024

Jul 23, 2024
BUY
$29.72 - $32.45 $9,540 - $10,416
321 New
321 $10,000
Q2 2022

Jul 22, 2022
BUY
$21.17 - $26.03 $11,601 - $14,264
548 New
548 $11,000

Others Institutions Holding CGUS

# of Institutions
347
Shares Held
113M
Call Options Held
16.3K
Put Options Held
0
View Full List

About CAPITAL GROUP CORE EQUITY ETF

CGUS Quotes by TradingView
  • Ticker CGUS
More about CGUS
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