Geneos Wealth Management Inc. CAPITAL GROUP CORE BALANCED Transaction History

Geneos Wealth Management Inc.

  • $2.88 Billion
  • Q1 2025
Number of Shares
20,481
Previous 54,100 62.14%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 21, 2025
SELL
N/A
-33,619 Reduced 62.14%
20,481 $0
Q1 2025

May 07, 2025
BUY
N/A
43,819 Added 426.21%
54,100 $0
Q4 2024

Jan 21, 2025
BUY
N/A
10,281 New
10,281 $0
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