AssetMark Inc
CGUS icon

AssetMark Inc’s Capital Group Core Equity ETF CGUS Stock Holding History

AssetMark Inc’s Portfolio CGUS Stock Details CGUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$50.8M Buy
1,323,220
+153,080
+13% +$6.16M 0.1% 166
2025
Q4 		$47.1M Buy
1,170,140
+215,111
+23% +$8.59M 0.1% 171
2025
Q3 		$37.8M Buy
955,029
+102,872
+12% +$3.95M 0.08% 192
2025
Q2 		$31.5M Buy
852,157
+49,304
+6% +$1.68M 0.07% 213
2025
Q1 		$26.8M Buy
802,853
+39,697
+5% +$1.39M 0.07% 210
2024
Q4 		$26.7M Buy
763,156
+13,381
+2% +$469K 0.07% 205
2024
Q3 		$25.7M Buy
749,775
+4,470
+0.6% +$148K 0.07% 201
2024
Q2 		$24M Buy
745,305
+27,794
+4% +$868K 0.07% 202
2024
Q1 		$22.4M Sell
717,511
-12,512
-2% -$371K 0.07% 201
2023
Q4 		$20.7M Buy
730,023
+54,272
+8% +$1.43M 0.07% 199
2023
Q3 		$17M Buy
+675,751
New +$17.5M 0.07% 206

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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CGPCS
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return