GWM
CGIB

Geneos Wealth Management’s Capital Group International Bond ETF USD-Hedged CGIB Stock Holding History

Geneos Wealth Management’s Portfolio CGIB Stock Details CGIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$121K Buy
4,781
+2,393
+100% +$60.9K ﹤0.01% 1119
2025
Q4 		$60.6K Buy
+2,388
New +$60.8K ﹤0.01% 1325
2025
Q3 		– Sell
-61
Closed -$1.54K – 3235
2025
Q2 		$1.54K Buy
+61
New +$1.56K ﹤0.01% 2879

Other funds holding CGIB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Geneos Wealth Management's CGIB Position: Q1 2026 in Review

Geneos Wealth Management increased its Capital Group International Bond ETF USD-Hedged (CGIB) stake by 100% in Q1 2026, buying an estimated $60.9K and bringing the position to 4,781 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #1119.

Geneos Wealth Management first reported a position in CGIB in Q2 2025 and has held it in 3 quarters since. 56 funds tracked by Wall St. Rank hold CGIB as of Q1 2026.

  • Geneos Wealth Management held 4,781 shares of Capital Group International Bond ETF USD-Hedged worth $121K as of Q1 2026.
  • Geneos Wealth Management bought 2,393 Capital Group International Bond ETF USD-Hedged shares in Q1 2026, an estimated $60.9K.
  • Capital Group International Bond ETF USD-Hedged made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1119 holding.
  • Geneos Wealth Management first reported a position in Capital Group International Bond ETF USD-Hedged in Q2 2025 and has held it in 3 quarters since.
  • 56 funds tracked by Wall St. Rank held Capital Group International Bond ETF USD-Hedged as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.