Geneos Wealth Management Inc. CAPITAL GROUP DIVIDEND GROWE Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025
Number of Shares
31,450
Previous 15,853 98.39%
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
Q2 2025

Aug 18, 2025
BUY
N/A
15,597 Added 98.39%
31,450 $0
Q1 2025

May 21, 2025
BUY
N/A
883 Added 5.9%
15,853 $0
Q1 2025

May 07, 2025
BUY
N/A
14,970 New
14,970 $0
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