Barnes Pettey Financial Advisors, LLC Capital Group Core Equity ETF Transaction History

Barnes Pettey Financial Advisors, LLC

  • $177 Million
  • Q3 2025

A detailed history of Barnes Pettey Financial Advisors, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Barnes Pettey Financial Advisors, LLC holds 95,205 shares of CGUS stock, worth $3.78 Million. This represents 2.13% of its overall portfolio holdings.

Number of Shares
95,205
Previous 95,366 0.17%
Holding current value
$3.78 Million
Previous $3.52 Million 6.9%
% of portfolio
2.13%
Previous 2.42%

Shares

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

Nov 12, 2025
SELL
$36.89 - $39.72 $5,939 - $6,394
-161 Reduced 0.17%
95,205 $3.76 Million
Q2 2025

Aug 12, 2025
SELL
$29.93 - $36.93 $26,368 - $32,535
-881 Reduced 0.92%
95,366 $3.52 Million
Q1 2025

Apr 24, 2025
SELL
$33.08 - $36.62 $146,445 - $162,116
-4,427 Reduced 4.4%
96,247 $3.21 Million
Q4 2024

Jan 23, 2025
SELL
$33.96 - $36.24 $3,328 - $3,551
-98 Reduced 0.1%
100,674 $3.52 Million
Q3 2024

Oct 24, 2024
SELL
$31.19 - $34.33 $37,428 - $41,196
-1,200 Reduced 1.18%
100,772 $3.45 Million
Q2 2024

Jul 18, 2024
SELL
$29.72 - $32.45 $93,855 - $102,477
-3,158 Reduced 3.0%
101,972 $3.29 Million
Q4 2023

Feb 08, 2024
BUY
$24.27 - $28.43 $105,817 - $123,954
4,360 Added 4.33%
105,130 $2.98 Million
Q3 2023

Nov 01, 2023
SELL
$25.04 - $26.55 $59,294 - $62,870
-2,368 Reduced 2.3%
100,770 $2.53 Million
Q2 2023

Aug 02, 2023
BUY
$23.59 - $25.68 $314,360 - $342,211
13,326 Added 14.84%
103,138 $2.65 Million
Q1 2023

May 11, 2023
BUY
$22.32 - $24.22 $30,511 - $33,108
1,367 Added 1.55%
89,812 $2.13 Million
Q4 2022

Jan 27, 2023
BUY
$20.54 - $23.52 $1.82 Million - $2.08 Million
88,445 New
88,445 $1.99 Million

Others Institutions Holding CGUS

# of Institutions
380
Shares Held
139M
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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