Geneos Wealth Management Inc. Capital Group Global Growth Eq Transaction History
Geneos Wealth Management Inc.
- $3.77 Billion
- Q3 2025
A detailed history of Geneos Wealth Management Inc. transactions in Capital Group Global Growth Eq stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 67,768 shares of CGGO stock, worth $2.32 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
67,768
Previous 82,947
18.3%
Holding current value
$2.32 Million
Previous $2.65 Million
12.67%
% of portfolio
0.06%
Previous 0.07%
Shares
6 transactions
Others Institutions Holding CGGO
# of Institutions
375Shares Held
177MCall Options Held
0Put Options Held
0-
Capital Group Private Client Services, Inc. Los Angeles, CA20.3MShares$693 Million13.46% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$448 Million0.14% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12MShares$410 Million0.14% of portfolio
-
Northwestern Mutual Wealth Management CO11MShares$377 Million0.26% of portfolio
-
Envestnet Asset Management Inc9.21MShares$315 Million0.1% of portfolio