Geneos Wealth Management Inc.
Position in CGGE — Capital Group Global Equity ETF
CIK 1764754
ENGLEWOOD, CO
Position in CGGE
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,096,902
+$598,319 QoQ
Shares Held
35,964
+128.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Common Shares in CGGE Over Time
Shares Held
Position Value (USD)
All Filings in CGGE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,096,902 | 35,964 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $498,583 | 15,763 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $25,863 | 840 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $208,095 | 7,129 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $14,507 | 561 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||