Berger Financial Group, Inc Capital Group Core Equity ETF Transaction History

Berger Financial Group, Inc

  • $1.36 Billion
  • Q3 2025

A detailed history of Berger Financial Group, Inc transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Berger Financial Group, Inc holds 114,725 shares of CGUS stock, worth $4.55 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
114,725
Previous 115,045 0.28%
Holding current value
$4.55 Million
Previous $4.25 Million 6.78%
% of portfolio
0.33%
Previous 0.34%

Shares

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

Oct 14, 2025
SELL
$36.89 - $39.72 $11,804 - $12,710
-320 Reduced 0.28%
114,725 $4.54 Million
Q2 2025

Jul 22, 2025
SELL
$29.93 - $36.93 $258,565 - $319,038
-8,639 Reduced 6.98%
115,045 $4.25 Million
Q1 2025

May 12, 2025
BUY
$33.08 - $36.62 $506,322 - $560,505
15,306 Added 14.12%
123,684 $4.13 Million
Q4 2024

Feb 14, 2025
BUY
$33.96 - $36.24 $3.68 Million - $3.93 Million
108,378 New
108,378 $3.79 Million

Others Institutions Holding CGUS

# of Institutions
376
Shares Held
138M
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 Berger Financial Group, Inc Portfolio

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

News

Stay updated on Berger Financial Group, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email