Geneos Wealth Management Inc. Capital Grp Core Plus Income E Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

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 8,105 shares of CGMS stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,105
Previous 22,070 63.28%
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
-13,965 Reduced 63.28%
8,105 $0
Q2 2025

Aug 18, 2025
BUY
N/A
6,645 Added 43.08%
22,070 $0
Q1 2025

May 21, 2025
BUY
N/A
9,190 Added 147.39%
15,425 $0
Q1 2025

May 07, 2025
BUY
N/A
3,095 Added 98.57%
6,235 $0
Q4 2024

Jan 21, 2025
BUY
N/A
3,140 New
3,140 $0

Others Institutions Holding CGMS

# of Institutions
278
Shares Held
89.5M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITAL GRP CORE PLUS INCOME E

CGMS Quotes by TradingView
  • Ticker CGMS
More about CGMS
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