Geneos Wealth Management Inc.
Position in CGUS — Capital Group Core Equity ETF
CIK 1764754
ENGLEWOOD, CO
Position in CGUS
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$6,238,601
+$339,958 QoQ
Shares Held
162,379
+10.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
9 quarters on record
Common Shares in CGUS Over Time
Shares Held
Position Value (USD)
All Filings in CGUS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,238,601 | 162,379 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,898,643 | 146,623 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $5,328,331 | 134,758 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $5,188,701 | 140,501 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $246,057 | 7,367 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $75,989 | 2,173 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $35,308 | 1,030 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,352 | 321 | Shares | Sole | 2024-07-23 | |
| 2022-06-30 | $11,897 | 548 | Shares | Sole | 2022-07-22 | |
| No filing history on record for this holder in this stock. | ||||||