Concurrent Investment Advisors, LLC Capital Group Core Equity ETF Transaction History

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 118,724 shares of CGUS stock, worth $4.71 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

118,724

Previous 92,317 28.6%

Holding current value

$4.71 Million

Previous $3.41 Billion 37.69%

% of portfolio

0.08%

Previous 0.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$36.89 - $39.72 $974,154 - $1.05 Million	26,407 Added 28.6%	118,724 $4.69 Billion
Q2 2025 Jul 25, 2025	BUY	$29.93 - $36.93 $1.57 Million - $1.93 Million	52,296 Added 130.67%	92,317 $3.41 Billion
Q1 2025 Apr 29, 2025	BUY	$33.08 - $36.62 $62,025 - $68,662	1,875 Added 4.92%	40,021 $1.34 Billion
Q4 2024 Feb 03, 2025	BUY	$33.96 - $36.24 $209,703 - $223,782	6,175 Added 19.31%	38,146 $1.33 Billion
Q3 2024 Oct 30, 2024	BUY	$31.19 - $34.33 $154,702 - $170,276	4,960 Added 18.36%	31,971 $1.1 Billion

Q2 2024 Jul 30, 2024	BUY	$29.72 - $32.45 $802,766 - $876,506	27,011 New	27,011 $871 Million

Others Institutions Holding CGUS

# of Institutions

371

Shares Held

137M

Call Options Held

Put Options Held

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About CAPITAL GROUP CORE EQUITY ETF

Ticker CGUS

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Concurrent Investment Advisors, LLC Capital Group Core Equity ETF Transaction History