MWM
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Mascagni Wealth Management’s Capital Group Core Equity ETF CGUS Stock Holding History

Mascagni Wealth Management’s Portfolio CGUS Stock Details CGUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$677K Sell
18,338
-7,753
-30% -$286K 0.58% 50
2025
Q1 		$871K Hold
26,091
– – 0.87% 37
2024
Q4 		$871K Buy
+26,091
New +$871K 0.87% 37