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Capital Group Dividend Growe shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Capital Group Dividend Growe (CGDG) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Capital Group Dividend Growe

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Dividend Growe 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 Dividend Growe by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $511k 15k 34.65
2025-06-30 $1.1M 32k 33.63
2025-03-31 $490k 16k 30.90

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 Dividend Growe

Capital Research and Management Company - Division 3
Envestnet Asset Management
LPL Financial
Advance Capital Management
Capital Group Private Client Services
Raymond James Financial
Cetera Investment Advisers
Royal Bank of Canada
Commonwealth Equity Services
Morgan Stanley
Confluence Wealth Services
Mml Investors Services
Wells Fargo & Company
Advisor Group Holdings
Cambridge Investment Research Advisors

View all funds holding Capital Group Dividend Growe