CWMS
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Cannon Wealth Management Services’s Capital Group Core Equity ETF CGUS Stock Holding History

Cannon Wealth Management Services’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 		$7.46M Buy
194,228
+5,062
+3% +$204K 5.05% 4
2025
Q4 		$7.61M Sell
189,166
-40,331
-18% -$1.61M 5.37% 4
2025
Q3 		$9.07M Buy
229,497
+6,646
+3% +$255K 6.87% 2
2025
Q2 		$8.23M Buy
222,851
+13,334
+6% +$454K 6.73% 2
2025
Q1 		$6.99M Buy
209,517
+11,213
+6% +$394K 6.24% 3
2024
Q4 		$7.17M Buy
198,304
+66,852
+51% +$2.34M 6.18% 3
2024
Q3 		$4.51M Buy
+131,452
New +$4.34M 4.12% 7

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Morgan Stanley
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Capital International Investors
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CGPCS
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Northwestern Mutual Wealth Management
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