Geneos Wealth Management’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 | $5.19M | Buy |
140,501
+125,767
| +854% | +$4.64M | 0.13% | 203 |
|
|
2025
Q1 | $492K | Buy |
14,734
+12,561
| +578% | +$420K | 0.01% | 896 |
|
|
2024
Q4 | $76K | Buy |
2,173
+1,143
| +111% | +$40K | ﹤0.01% | 1157 |
|
|
2024
Q3 | $35.3K | Buy |
1,030
+709
| +221% | +$24.3K | ﹤0.01% | 1324 |
|
|
2024
Q2 | $10.4K | Buy |
+321
| New | +$10.4K | ﹤0.01% | 1542 |
|
|
2022
Q3 | – | Sell |
-548
| Closed | -$11K | – | 2095 |
|
|
2022
Q2 | $11K | Buy |
+548
| New | +$11K | ﹤0.01% | 1897 |
|