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

Perigon 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 		$346K Buy
9,374
+898
+11% +$33.2K 0.01% 799
2025
Q1 		$283K Buy
8,476
+224
+3% +$7.48K 0.01% 835
2024
Q4 		$291K Buy
+8,252
New +$291K 0.01% 824