A detailed history of Geneos Wealth Management Inc. transactions in Capital Grp Core Plus Income E stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 7,695 shares of CGSD stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,695
Previous 106,406 92.77%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025

SELL
N/A
-98,711 Reduced 92.77%
7,695 $0
Q2 2025

Aug 18, 2025

SELL
N/A
-2,539 Reduced 2.33%
106,406 $0
Q1 2025

May 21, 2025

BUY
N/A
108,945 New
108,945 $0
Q1 2025

May 07, 2025

SELL
N/A
-26 Closed
0 $0
Q4 2024

Jan 21, 2025

BUY
N/A
26 New
26 $0

Others Institutions Holding CGSD

About CAPITAL GRP CORE PLUS INCOME E


  • Ticker CGSD
More about CGSD
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.