SNWA
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Siligmueller & Norvid Wealth Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.17M Sell
57,722
-10,683
-16% -$401K 0.84% 31
2025
Q1
$2.28M Sell
68,405
-10,583
-13% -$353K 0.97% 29
2024
Q4
$2.76M Buy
+78,988
New +$2.76M 1.18% 24