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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.34M	Sell	60,925 -537	-0.9%	-$21.6K	0.08%	211
2025 Q4	$2.47M	Buy	61,462 +3,812	+7%	+$152K	0.09%	197
2025 Q3	$2.28M	Buy	57,650 +8,385	+17%	+$322K	0.09%	197
2025 Q2	$1.82M	Buy	49,265 +14,152	+40%	+$482K	0.08%	216
2025 Q1	$1.17M	Buy	35,113 +14	+0%	+$492	0.06%	262
2024 Q4	$1.23M	Hold	35,099	–	–	0.06%	252
2024 Q3	$1.2M	Buy	35,099 +429	+1%	+$14.2K	0.06%	252
2024 Q2	$1.12M	Buy	+34,670	New	+$1.08M	0.13%	108
2024 Q1	–	Sell	-34,838	Closed	-$986K	–	241
2023 Q4	$986K	Buy	34,838 +14,779	+74%	+$389K	0.06%	264
2023 Q3	$504K	Buy	20,059 +2,847	+17%	+$73.8K	0.03%	369
2023 Q2	$442K	Buy	17,212 +3,198	+23%	+$78.1K	0.04%	348
2023 Q1	$332K	Buy	14,014 +356	+3%	+$8.3K	0.03%	397
2022 Q4	$307K	Buy	13,658 +2,043	+18%	+$45.4K	0.03%	408
2022 Q3	$237K	Buy	+11,615	New	+$261K	0.03%	416