Daymark Wealth Partners, LLC Capital Group Core Equity ETF Transaction History

Daymark Wealth Partners, LLC

  • $2.95 Billion
  • Q4 2025

A detailed history of Daymark Wealth Partners, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 6,822 shares of CGUS stock, worth $270,765. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,822
Previous 6,819 0.04%
Holding current value
$270,765
Previous $269,000 0.37%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
$38.81 - $40.67 $116 - $122
3 Added 0.04%
6,822 $270,000
Q3 2025

Oct 22, 2025
BUY
$36.89 - $39.72 $36 - $39
1 Added 0.01%
6,819 $269,000
Q2 2025

Aug 04, 2025
BUY
$29.93 - $36.93 $808 - $997
27 Added 0.4%
6,818 $251,000
Q1 2025

Apr 14, 2025
SELL
$33.08 - $36.62 $25,802 - $28,563
-780 Reduced 10.3%
6,791 $226,000
Q4 2024

Jan 17, 2025
SELL
$33.96 - $36.24 $9,135 - $9,748
-269 Reduced 3.43%
7,571 $264,000
Q3 2024

Oct 08, 2024
BUY
$31.19 - $34.33 $244,529 - $269,147
7,840 New
7,840 $268,000

Others Institutions Holding CGUS

# of Institutions
384
Shares Held
140M
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 Daymark Wealth Partners, LLC Portfolio

Follow Daymark Wealth Partners, 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 Daymark Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Daymark Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email