Geneos Wealth Management Inc.
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1764754
ENGLEWOOD, CO
Position in CGCV
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$56,162
+$28,356 QoQ
Shares Held
1,884
+106.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
4 quarters on record
Common Shares in CGCV Over Time
Shares Held
Position Value (USD)
All Filings in CGCV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||