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Capital Group Core Plus Inco shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Capital Group Core Plus Inco (CGCP) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Capital Group Core Plus Inco

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Plus Inco 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 Group Core Plus Inco by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.6M 249k 22.72
2025-06-30 $5.8M 257k 22.50
2025-03-31 $5.3M 237k 22.45
2024-12-31 $4.2M 190k 22.20
2024-09-30 $1.1M 47k 23.12

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 Group Core Plus Inco

Capital Research and Management Company - Division 3
LPL Financial
Morgan Stanley
Wells Fargo & Company
Envestnet Asset Management
Johnson Bixby & Associates
Cetera Investment Advisers
Raymond James Financial
Northwestern Mutual Wealth Management Company
UBS Group
WNY Asset Management
Janney Montgomery Scott
Wiley Bros.-aintree Capital
Royal Bank of Canada
Commonwealth Equity Services

View all funds holding Capital Group Core Plus Inco