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

Geneos Wealth Management Inc.

$3.77 Billion
Q3 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 134,758 shares of CGUS stock, worth $5.35 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

134,758

Previous 140,501 4.09%

Holding current value

$5.35 Million

Previous $5.19 Million 2.7%

% of portfolio

0.14%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$36.89 - $39.72 $211,859 - $228,111	-5,743 Reduced 4.09%	134,758 $5.33 Million
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

371

Shares Held

137M

Call Options Held

Put Options Held

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About CAPITAL GROUP CORE EQUITY ETF

Ticker CGUS

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