Beacon Financial Group Capital Group Core Equity ETF Transaction History

Beacon Financial Group

  • $869 Million
  • Q1 2025

A detailed history of Beacon Financial Group transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Beacon Financial Group holds 8,976 shares of CGUS stock, worth $287,591. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,976
Previous 12,187 26.35%
Holding current value
$287,591
Previous $426,000 30.05%
% of portfolio
0.03%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
SELL
$33.08 - $36.62 $106,219 - $117,586
-3,211 Reduced 26.35%
8,976 $298,000
Q4 2024

Jan 29, 2025
BUY
$33.96 - $36.24 $10,833 - $11,560
319 Added 2.69%
12,187 $426,000
Q3 2024

Nov 12, 2024
BUY
$31.19 - $34.33 $111,629 - $122,867
3,579 Added 43.18%
11,868 $406,000
Q2 2024

Aug 06, 2024
SELL
$29.72 - $32.45 $61,312 - $66,944
-2,063 Reduced 19.93%
8,289 $267,000
Q1 2024

May 07, 2024
BUY
$27.81 - $31.24 $287,889 - $323,396
10,352 New
10,352 $322,000
Q2 2022

Jul 19, 2022
BUY
$21.17 - $26.03 $317,550 - $390,450
15,000 New
15,000 $332,000

Others Institutions Holding CGUS

# of Institutions
312
Shares Held
87.8M
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
Track This Portfolio

Track Beacon Financial Group Portfolio

Follow Beacon Financial Group 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 Beacon Financial Group, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email