Geneos Wealth Management Inc.
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1764754
ENGLEWOOD, CO
All Filings in CGCV
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,578 | 2,120 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $56,162 | 1,884 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $27,806 | 912 | Shares | Sole | 2026-01-28 | |
| 2025-06-30 | $32,232 | 1,127 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $30,559 | 0 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||