Geneos Wealth Management Inc.
Position in CGCB — Capital Group Core Bond ETF
CIK 1764754
ENGLEWOOD, CO
Position in CGCB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$153,621
-$28,571 QoQ
Shares Held
5,850
-14.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Common Shares in CGCB Over Time
Shares Held
Position Value (USD)
All Filings in CGCB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $153,621 | 5,850 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $182,192 | 6,870 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $134,787 | 5,071 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $9,907,078 | 376,695 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $3,581,254 | 136,273 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||