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Capital Grp Fixed Incm Etf T shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Capital Grp Fixed Incm Etf T (CGCB) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Capital Grp Fixed Incm Etf T

Tip: Access up to 7 years of quarterly data

All positions including Capital Grp Fixed Incm Etf T held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Grp Fixed Incm Etf T by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $135k 5.1k 26.58
2025-06-30 $9.9M 377k 26.30
2025-03-31 $3.6M 138k 26.28

More positions owned by Geneos Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Min Vol (USMV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 3000 Etf (IWV)
Norfolk Southern (NSC)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Total (IXUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)

View all positions for Geneos Wealth Management

Top funds holding Capital Grp Fixed Incm Etf T

Capital Research and Management Company - Division 3
LPL Financial
Advance Capital Management
Morgan Stanley
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Raymond James Financial
Merit Financial Group
Advisor Group Holdings
Leverty Financial Group
Royal Bank of Canada
Wells Fargo & Company
Cambridge Investment Research Advisors
Sei Investments

View all funds holding Capital Grp Fixed Incm Etf T