Balboa Wealth Partners Capital Group Core Equity ETF Transaction History

Balboa Wealth Partners

  • $552 Million
  • Q3 2025

A detailed history of Balboa Wealth Partners transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Balboa Wealth Partners holds 11,974 shares of CGUS stock, worth $475,248. This represents 0.09% of its overall portfolio holdings.

Number of Shares
11,974
Previous 8,795 36.15%
Holding current value
$475,248
Previous $324,000 45.99%
% of portfolio
0.09%
Previous 0.07%

Shares

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

Nov 06, 2025
BUY
$36.89 - $39.72 $117,273 - $126,269
3,179 Added 36.15%
11,974 $473,000
Q2 2025

Jul 29, 2025
BUY
$29.93 - $36.93 $263,234 - $324,799
8,795 New
8,795 $324,000
Q1 2024

May 13, 2024
BUY
$27.81 - $31.24 $186,827 - $209,870
6,718 New
6,718 $209,000

Others Institutions Holding CGUS

# of Institutions
372
Shares Held
137M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITAL GROUP CORE EQUITY ETF

CGUS Quotes by TradingView
  • Ticker CGUS
More about CGUS
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