Holistic Planning’s Capital Group Core Equity ETF CGUS Stock Holding History

Holistic Planning’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
2025 Q2	$579K	Buy
2025 Q1	$359K	Buy
2024 Q4	$372K	Sell
2024 Q3	$385K	Sell
2024 Q2	$400K	Hold
2024 Q1	$400K	Sell
2023 Q4	$405K	Buy