Gerber Kawasaki Wealth & Investment 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 | $6.68M | Buy |
180,809
+9,130
| +5% | +$337K | 0.26% | 67 |
|
|
2025
Q1 | $5.73M | Buy |
171,679
+1,817
| +1% | +$60.7K | 0.26% | 68 |
|
|
2024
Q4 | $5.94M | Buy |
169,862
+3,108
| +2% | +$109K | 0.26% | 70 |
|
|
2024
Q3 | $5.72M | Buy |
166,754
+160
| +0.1% | +$5.49K | 0.26% | 67 |
|
|
2024
Q2 | $5.37M | Buy |
166,594
+6,318
| +4% | +$204K | 0.27% | 68 |
|
|
2024
Q1 | $4.99M | Sell |
160,276
-4,826
| -3% | -$150K | 0.27% | 67 |
|
|
2023
Q4 | $4.67M | Buy |
165,102
+18,585
| +13% | +$526K | 0.28% | 67 |
|
|
2023
Q3 | $3.68M | Buy |
146,517
+3,439
| +2% | +$86.4K | 0.25% | 74 |
|
|
2023
Q2 | $3.67M | Buy |
143,078
+123,968
| +649% | +$3.18M | 0.25% | 72 |
|
|
2023
Q1 | $453K | Buy |
19,110
+600
| +3% | +$14.2K | 0.04% | 171 |
|
|
2022
Q4 | $416K | Buy |
+18,510
| New | +$416K | 0.04% | 174 |
|