Geneos Wealth Management »

Capital Group Global Equity shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Capital Group Global Equity (CGGE) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Capital Group Global Equity

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Global Equity held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group Global Equity by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $26k 840 30.79
2025-06-30 $208k 7.1k 29.19
2025-03-31 $15k 561 25.86

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 Global Equity

Envestnet Asset Management
Capital Group Private Client Services
Cetera Investment Advisers
LPL Financial
Mml Investors Services
Larson Financial Group
Royal Bank of Canada
Assetmark
Vestmark Advisory Solutions
Advisor Group Holdings
Janney Montgomery Scott
Wells Fargo & Company
Goss Wealth Management
Commonwealth Equity Services
CLS Investments

View all funds holding Capital Group Global Equity