Geneos Wealth Management Inc.
Position in CGNG — Capital Group New Geography Equity ETF
CIK 1764754
ENGLEWOOD, CO
Position in CGNG
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$572,269
+$328,739 QoQ
Shares Held
18,127
+137.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Common Shares in CGNG Over Time
Shares Held
Position Value (USD)
All Filings in CGNG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $572,269 | 18,127 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $243,530 | 7,627 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $30,312 | 981 | Shares | Sole | 2025-10-22 | |
| No filing history on record for this holder in this stock. | ||||||