KOMWMG
Kerntke Otto McGlone Wealth Management Group’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 | $725K | Buy |
19,620
+3,469
| +21% | +$128K | 0.57% | 34 |
|
|
2025
Q1 | $539K | Buy |
16,151
+4,337
| +37% | +$145K | 0.47% | 37 |
|
|
2024
Q4 | $413K | Buy |
11,814
+3,010
| +34% | +$105K | 0.31% | 46 |
|
|
2024
Q3 | $302K | Buy |
8,804
+590
| +7% | +$20.2K | 0.25% | 58 |
|
|
2024
Q2 | $265K | Buy |
8,214
+1,075
| +15% | +$34.7K | 0.25% | 60 |
|
|
2024
Q1 | $222K | Buy |
+7,139
| New | +$222K | 0.22% | 65 |
|