Carson Wealth (CWM LLC)’s Capital Group Core Equity ETF CGUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.4M | Buy |
580,783
+21,120
| +4% | +$780K | 0.08% | 224 |
|
|
2025
Q1 | $18.7M | Buy |
559,663
+193,050
| +53% | +$6.45M | 0.07% | 230 |
|
|
2024
Q4 | $12.8M | Buy |
366,613
+44,088
| +14% | +$1.54M | 0.05% | 269 |
|
|
2024
Q3 | $11.1M | Sell |
322,525
-515,882
| -62% | -$17.7M | 0.05% | 290 |
|
|
2024
Q2 | $27M | Buy |
838,407
+74,613
| +10% | +$2.41M | 0.13% | 148 |
|
|
2024
Q1 | $23.8M | Buy |
763,794
+640,082
| +517% | +$19.9M | 0.12% | 176 |
|
|
2023
Q4 | $3.5M | Buy |
123,712
+77,138
| +166% | +$2.18M | 0.02% | 462 |
|
|
2023
Q3 | $1.17M | Buy |
46,574
+35,414
| +317% | +$889K | 0.01% | 680 |
|
|
2023
Q2 | $287K | Buy |
+11,160
| New | +$287K | ﹤0.01% | 1123 |
|