Geneos Wealth Management Inc. Capital Group Core Equity ETF Transaction History
Geneos Wealth Management Inc.
- $2.6 Billion
- Q3 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 1,030 shares of CGUS stock, worth $36,101. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,030
Previous 321
220.87%
Holding current value
$36,101
Previous $10,000
250.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding CGUS
# of Institutions
266Shares Held
69.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$234 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$234 Million0.1% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.76MShares$132 Million1.3% of portfolio
-
Morgan Stanley New York, NY3.03MShares$106 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.67MShares$93.4 Million0.21% of portfolio