Geneos Wealth Management Inc.
Position in CGDG — Capital Group Dividend Growers ETF
CIK 1764754
ENGLEWOOD, CO
Position in CGDG
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,775,793
+$97,613 QoQ
Shares Held
49,465
+5.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Common Shares in CGDG Over Time
Shares Held
Position Value (USD)
All Filings in CGDG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,775,793 | 49,465 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,678,180 | 47,087 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $510,463 | 14,732 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,057,663 | 31,450 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $462,573 | 14,970 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||