Seamount Financial Group’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 | $3.15M | Buy |
85,417
+8,803
| +11% | +$325K | 1.62% | 16 |
|
|
2025
Q1 | $2.56M | Buy |
76,614
+6,749
| +10% | +$225K | 1.74% | 17 |
|
|
2024
Q4 | $2.44M | Buy |
69,865
+28,524
| +69% | +$997K | 1.69% | 16 |
|
|
2024
Q3 | $1.42M | Buy |
41,341
+8,465
| +26% | +$290K | 1.07% | 24 |
|
|
2024
Q2 | $1.06M | Buy |
32,876
+9,987
| +44% | +$322K | 0.86% | 30 |
|
|
2024
Q1 | $713K | Buy |
22,889
+5,882
| +35% | +$183K | 0.63% | 44 |
|
|
2023
Q4 | $481K | Buy |
+17,007
| New | +$481K | 0.46% | 54 |
|