Geneos Wealth Management Inc. Capital Group Core Equity ETF Transaction History
Geneos Wealth Management Inc.
- $2.88 Billion
- Q1 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 7,367 shares of CGUS stock, worth $280,019. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,367
Previous 7,367
-0.0%
Holding current value
$280,019
Previous $246,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding CGUS
# of Institutions
339Shares Held
106MCall Options Held
42.7KPut Options Held
1.4K-
Lpl Financial LLC Fort Mill, SC14.8MShares$564 Million0.2% of portfolio
-
Envestnet Asset Management Inc10.3MShares$393 Million0.12% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.22MShares$198 Million0.07% of portfolio
-
Cetera Investment Advisers Schaumburg, IL4.83MShares$183 Million0.32% of portfolio
-
Morgan Stanley New York, NY4.36MShares$166 Million0.01% of portfolio