A detailed history of Financial Perspectives, Inc transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Financial Perspectives, Inc holds 2,209 shares of CGUS stock, worth $87,675. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,209
Previous 1,541 43.35%
Holding current value
$87,675
Previous $56.9 Million 53.48%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 22, 2025

BUY
$36.89 - $39.72 $24,642 - $26,532
668 Added 43.35%
2,209 $87.3 Million
Q4 2023

Feb 01, 2024

BUY
$24.27 - $28.43 $121 - $142
5 Added 0.33%
1,541 $43.6 Million
Q3 2023

Jan 09, 2024

BUY
$25.04 - $26.55 $125 - $132
5 Added 0.33%
1,536 $38.6 Million
Q4 2022

Jan 09, 2024

BUY
$20.54 - $23.52 $31,446 - $36,009
1,531 New
1,531 $34.4 Million

Others Institutions Holding CGUS

About CAPITAL GROUP CORE EQUITY ETF


  • Ticker CGUS
More about CGUS
Track This Portfolio

Track Financial Perspectives, Inc Portfolio

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

News

Stay updated on Financial Perspectives, Inc with notifications on news.