Meridian 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 | $1.82M | Buy |
49,265
+14,152
| +40% | +$523K | 0.08% | 216 |
|
|
2025
Q1 | $1.17M | Buy |
35,113
+14
| +0% | +$468 | 0.06% | 262 |
|
|
2024
Q4 | $1.23M | Hold |
35,099
| – | – | 0.06% | 252 |
|
|
2024
Q3 | $1.2M | Buy |
35,099
+429
| +1% | +$14.7K | 0.06% | 252 |
|
|
2024
Q2 | $1.12M | Buy |
+34,670
| New | +$1.12M | 0.13% | 108 |
|
|
2024
Q1 | – | Sell |
-34,838
| Closed | -$986K | – | 241 |
|
|
2023
Q4 | $986K | Buy |
34,838
+14,779
| +74% | +$418K | 0.06% | 264 |
|
|
2023
Q3 | $504K | Buy |
20,059
+2,847
| +17% | +$71.5K | 0.03% | 369 |
|
|
2023
Q2 | $442K | Buy |
17,212
+3,198
| +23% | +$82.1K | 0.04% | 348 |
|
|
2023
Q1 | $332K | Buy |
14,014
+356
| +3% | +$8.43K | 0.03% | 397 |
|
|
2022
Q4 | $307K | Buy |
13,658
+2,043
| +18% | +$45.9K | 0.03% | 408 |
|
|
2022
Q3 | $237K | Buy |
+11,615
| New | +$237K | 0.03% | 416 |
|