A detailed history of Atria Investments LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Atria Investments LLC holds 7,384 shares of CGUS stock, worth $293,070. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,384
Previous 9,633 23.35%
Holding current value
$293,070
Previous $355,000 18.03%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025

SELL
$36.89 - $39.72 $82,965 - $89,330
-2,249 Reduced 23.35%
7,384 $291,000
Q2 2025

Aug 04, 2025

BUY
$29.93 - $36.93 $60,727 - $74,930
2,029 Added 26.68%
9,633 $355,000
Q1 2025

May 06, 2025

BUY
$33.08 - $36.62 $5,325 - $5,895
161 Added 2.16%
7,604 $253,000
Q4 2024

Feb 06, 2025

BUY
$33.96 - $36.24 $50,328 - $53,707
1,482 Added 24.86%
7,443 $260,000
Q3 2024

Nov 01, 2024

BUY
$31.19 - $34.33 $185,923 - $204,641
5,961 New
5,961 $204,000

Others Institutions Holding CGUS

About CAPITAL GROUP CORE EQUITY ETF


  • Ticker CGUS
More about CGUS
Track This Portfolio

Track Atria Investments LLC Portfolio

Follow Atria Investments LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atria Investments LLC with notifications on news.