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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.95M	Buy	154,893 +29,131	+23%	+$1.17M	0.23%	87
2025 Q4	$5.06M	Buy	125,762 +13,042	+12%	+$521K	0.23%	80
2025 Q3	$4.46M	Buy	112,720 +6,891	+7%	+$265K	0.24%	88
2025 Q2	$3.91M	Sell	105,829 -20,821	-16%	-$709K	0.23%	89
2025 Q1	$4.23M	Buy	126,650 +48,630	+62%	+$1.71M	0.28%	76
2024 Q4	$2.73M	Sell	78,020 -38,491	-33%	-$1.35M	0.18%	111
2024 Q3	$3.99M	Buy	116,511 +98,901	+562%	+$3.27M	0.23%	90
2024 Q2	$568K	Buy	+17,610	New	+$550K	0.04%	336
2024 Q1	–	Sell	-8,870	Closed	-$251K	–	660
2023 Q4	$251K	Buy	8,870 +35	+0.4%	+$922	0.02%	600
2023 Q3	$222K	Buy	8,835 +70	+0.8%	+$1.81K	0.02%	579
2023 Q2	$225K	Buy	8,765 +50	+0.6%	+$1.22K	0.02%	588
2023 Q1	$206K	Buy	+8,715	New	+$203K	0.02%	597