Geneos Wealth Management Inc.
Position in CGBL — Capital Group Core Balanced ETF
CIK 1764754
ENGLEWOOD, CO
Position in CGBL
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$9,647,187
+$105,544 QoQ
Shares Held
280,360
+3.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Common Shares in CGBL Over Time
Shares Held
Position Value (USD)
All Filings in CGBL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,647,187 | 280,360 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $9,541,643 | 270,072 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $6,633,394 | 191,054 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,692,344 | 110,417 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $1,676,018 | 54,100 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $321,486 | 10,281 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||