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 $36,544. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,030
Previous 321 220.87%
Holding current value
$36,544
Previous $10,000 250.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
267
Shares Held
69.3M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITAL GROUP CORE EQUITY ETF

CGUS Quotes by TradingView
  • Ticker CGUS
More about CGUS
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email