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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 (CGHM) 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
2025-12-31 $135k 5.3k 25.48
2025-09-30 $109k 4.3k 25.29
2025-06-30 $136k 5.5k 24.64
2025-03-31 $5.4k 217 25.06

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 Russell 3000 Etf (IWV)
Apple (AAPL)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPYM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Msci Total (IXUS)
Putnam Etf Trust Focused Lar Cap (PVAL)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
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
Envestnet Asset Management
LPL Financial
Cetera Investment Advisers
Cambridge Investment Research Advisors
Vestmark Advisory Solutions
Mml Investors Services
Assetmark
Commonwealth Equity Services
Royal Bank of Canada
Janney Montgomery Scott
Confluence Wealth Services
CLS Investments
Advisor Group Holdings
Aprio Wealth Management

View all funds holding Capital Grp Fixed Incm Etf T