Geneos Wealth Management Inc. Capital Group Growth ETF Shs C Transaction History
Geneos Wealth Management Inc.
- $3.92 Billion
- Q2 2025
A detailed history of Geneos Wealth Management Inc. transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 771,867 shares of CGGR stock, worth $32.6 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
771,867
Previous 646,511
19.39%
Holding current value
$32.6 Million
Previous $22.1 Million
41.7%
% of portfolio
0.8%
Previous 0.77%
Shares
10 transactions
Others Institutions Holding CGGR
# of Institutions
508Shares Held
250MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC30MShares$1.27 Billion0.43% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA22.3MShares$941 Million8.56% of portfolio
-
Commonwealth Equity Services, LLC12.4MShares$526 Million0.67% of portfolio
-
Morgan Stanley New York, NY11.9MShares$502 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC11.5MShares$485 Million0.04% of portfolio