FinDec Wealth Services’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	$209K	Sell	5,432 -19	-0.3%	-$765	0.26%	29
2025 Q4	$219K	Sell	5,451 -163	-3%	-$6.51K	0.24%	29
2025 Q3	$222K	Sell	5,614 -2,125	-27%	-$81.6K	0.23%	30
2025 Q2	$286K	Sell	7,739 -16,313	-68%	-$556K	0.3%	28
2025 Q1	$803K	Sell	24,052 -159,394	-87%	-$5.6M	0.79%	17
2024 Q4	$6.42M	Sell	183,446 -45,269	-20%	-$1.59M	4.45%	8
2024 Q3	$7.84M	Buy	228,715 +1,448	+0.6%	+$47.8K	4.55%	8
2024 Q2	$7.33M	Sell	227,267 -9,369	-4%	-$293K	4.63%	8
2024 Q1	$7.37M	Sell	236,636 -2,074	-0.9%	-$61.5K	4.63%	6
2023 Q4	$6.76M	Buy	238,710 +51,350	+27%	+$1.35M	4.51%	7
2023 Q3	$4.7M	Buy	187,360 +2,425	+1%	+$62.9K	3.4%	13
2023 Q2	$4.75M	Sell	184,935 -1,295	-0.7%	-$31.6K	3.32%	14
2023 Q1	$4.41M	Buy	186,230 +1,548	+0.8%	+$36.1K	3.34%	13
2022 Q4	$4.15M	Buy	+184,682	New	+$4.1M	3.43%	12