Sagespring Wealth Partners’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	$6.85M	Buy	185,471 +13,964	+8%	+$516K	0.15%	82
2025 Q1	$5.73M	Sell	171,507 -45,768	-21%	-$1.53M	0.14%	79
2024 Q4	$7.6M	Buy	+217,275	New	+$7.6M	0.2%	57