Forge Financial Services LLC Capital Group Core Equity ETF Transaction History
Forge Financial Services LLC
- $213 Billion
- Q3 2025
A detailed history of Forge Financial Services LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Forge Financial Services LLC holds 426,267 shares of CGUS stock, worth $16.9 Million. This represents 7.96% of its overall portfolio holdings.
Number of Shares
426,267
Previous 389,756
9.37%
Holding current value
$16.9 Million
Previous $14.6 Billion
16.47%
% of portfolio
7.96%
Previous 10.95%
Shares
4 transactions
Others Institutions Holding CGUS
# of Institutions
372Shares Held
137MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.9MShares$790 Million0.25% of portfolio
-
Envestnet Asset Management Inc11.1MShares$442 Million0.14% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.03MShares$279 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.12MShares$243 Million0.02% of portfolio
-
Capital International Investors Los Angeles, CA5.98MShares$237 Million0.04% of portfolio