Cornerstone Wealth Management, LLC Capital Group Core Equity ETF Transaction History

Cornerstone Wealth Management, LLC

  • $1.73 Billion
  • Q3 2025

A detailed history of Cornerstone Wealth Management, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 9,544 shares of CGUS stock, worth $378,801. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,544
Previous 9,461 0.88%
Holding current value
$378,801
Previous $349,000 8.02%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 03, 2025
BUY
$36.89 - $39.72 $3,061 - $3,296
83 Added 0.88%
9,544 $377,000
Q1 2025

Apr 18, 2025
SELL
$33.08 - $36.62 $50,149 - $55,515
-1,516 Reduced 13.81%
9,461 $315,000
Q4 2024

Jan 17, 2025
BUY
$33.96 - $36.24 $305 - $326
9 Added 0.08%
10,977 $383,000
Q3 2024

Oct 16, 2024
BUY
$31.19 - $34.33 $15,626 - $17,199
501 Added 4.79%
10,968 $375,000
Q2 2024

Jul 16, 2024
SELL
$29.72 - $32.45 $1,159 - $1,265
-39 Reduced 0.37%
10,467 $337,000
Q4 2023

Jan 10, 2024
BUY
$24.27 - $28.43 $254,980 - $298,685
10,506 New
10,506 $297,000

Others Institutions Holding CGUS

# of Institutions
371
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
Track This Portfolio

Track Cornerstone Wealth Management, LLC Portfolio

Follow Cornerstone Wealth Management, LLC 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 Cornerstone Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email