Kingsview 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 | $9.36M | Buy |
253,557
+56,373
| +29% | +$2.08M | 0.16% | 125 |
|
2025
Q1 | $6.59M | Buy |
197,184
+189,914
| +2,612% | +$6.34M | 0.12% | 172 |
|
2024
Q4 | $254K | Buy |
7,270
+710
| +11% | +$24.8K | 0.01% | 966 |
|
2024
Q3 | $225K | Sell |
6,560
-9,424
| -59% | -$323K | ﹤0.01% | 991 |
|
2024
Q2 | $515K | Buy |
15,984
+939
| +6% | +$30.3K | 0.01% | 676 |
|
2024
Q1 | $469K | Buy |
+15,045
| New | +$469K | 0.01% | 682 |
|