Beacon Financial Group’s Capital Group Core Equity ETF CGUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $332K | Buy |
8,979
+3
| +0% | +$111 | 0.03% | 279 |
|
|
2025
Q1 | $300K | Sell |
8,976
-3,211
| -26% | -$107K | 0.03% | 278 |
|
|
2024
Q4 | $426K | Buy |
12,187
+319
| +3% | +$11.2K | 0.05% | 237 |
|
|
2024
Q3 | $407K | Buy |
11,868
+3,579
| +43% | +$123K | 0.04% | 237 |
|
|
2024
Q2 | $267K | Sell |
8,289
-2,063
| -20% | -$66.5K | 0.03% | 283 |
|
|
2024
Q1 | $323K | Buy |
+10,352
| New | +$323K | 0.04% | 259 |
|
|
2022
Q3 | – | Sell |
-15,000
| Closed | -$332K | – | 227 |
|
|
2022
Q2 | $332K | Buy |
+15,000
| New | +$332K | 0.05% | 205 |
|