Belpointe Asset Management’s Capital Group Core Equity ETF CGUS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$996K	Buy	25,916 +1,090	+4%	+$43.9K	0.04%	454
2025 Q4	$999K	Hold	24,826	–	–	0.04%	435
2025 Q3	$982K	Buy	24,826 +259	+1%	+$9.95K	0.04%	411
2025 Q2	$907K	Sell	24,567 -150	-0.6%	-$5.11K	0.04%	392
2025 Q1	$826K	Buy	24,717 +1,001	+4%	+$35.2K	0.04%	394
2024 Q4	$799K	Hold	23,716	–	–	0.05%	380
2024 Q3	$813K	Hold	23,716	–	–	0.05%	357
2024 Q2	$765K	Buy	23,716 +789	+3%	+$24.6K	0.05%	343
2024 Q1	$714K	Buy	22,927 +1,800	+9%	+$53.4K	0.05%	355
2023 Q4	$598K	Sell	21,127 -3,813	-15%	-$100K	0.05%	320
2023 Q3	$626K	Buy	24,940 +1,000	+4%	+$25.9K	0.06%	282
2023 Q2	$615K	Sell	23,940 -13,945	-37%	-$341K	0.07%	264
2023 Q1	$897K	Buy	37,885 +5,945	+19%	+$139K	0.05%	363
2022 Q4	$717K	Buy	31,940 +1,900	+6%	+$42.2K	0.04%	399
2022 Q3	$612K	Buy	30,040 +12,110	+68%	+$272K	0.04%	436
2022 Q2	$389K	Buy	+17,930	New	+$420K	0.03%	589