Geneos Wealth Management Inc. Capital Group Core Equity ETF Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
A detailed history of Geneos Wealth Management Inc. transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 2,173 shares of CGUS stock, worth $73,056. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,173
Previous 1,030
110.97%
Holding current value
$73,056
Previous $35,000
114.29%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding CGUS
# of Institutions
309Shares Held
86.8MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$310 Million0.14% of portfolio
-
Envestnet Asset Management Inc7.83MShares$263 Million0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.85MShares$163 Million0.06% of portfolio
-
Morgan Stanley New York, NY4.01MShares$135 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$133 Million1.35% of portfolio