Kerntke Otto Mc Glone Wealth Management Group Capital Group Core Equity ETF Transaction History

Kerntke Otto Mc Glone Wealth Management Group

$140 Million
Q4 2025

A detailed history of Kerntke Otto Mc Glone Wealth Management Group transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Kerntke Otto Mc Glone Wealth Management Group holds 23,384 shares of CGUS stock, worth $928,110. This represents 0.66% of its overall portfolio holdings.

Number of Shares

23,384

Previous 21,964 6.47%

Holding current value

$928,110

Previous $868,000 6.91%

% of portfolio

0.66%

Previous 0.66%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	BUY	$38.81 - $40.67 $55,110 - $57,751	1,420 Added 6.47%	23,384 $928,000
Q3 2025 Oct 21, 2025	BUY	$36.89 - $39.72 $86,470 - $93,103	2,344 Added 11.95%	21,964 $868,000
Q2 2025 Jul 16, 2025	BUY	$29.93 - $36.93 $103,827 - $128,110	3,469 Added 21.48%	19,620 $724,000
Q1 2025 May 01, 2025	BUY	$33.08 - $36.62 $143,467 - $158,820	4,337 Added 36.71%	16,151 $539,000
Q4 2024 Feb 14, 2025	BUY	$33.96 - $36.24 $102,219 - $109,082	3,010 Added 34.19%	11,814 $413,000

Q3 2024 Nov 12, 2024	BUY	$31.19 - $34.33 $18,402 - $20,254	590 Added 7.18%	8,804 $301,000
Q2 2024 Aug 14, 2024	BUY	$29.72 - $32.45 $31,949 - $34,883	1,075 Added 15.06%	8,214 $264,000
Q1 2024 May 10, 2024	BUY	$27.81 - $31.24 $198,535 - $223,022	7,139 New	7,139 $222,000

Others Institutions Holding CGUS

# of Institutions

379

Shares Held

139M

Call Options Held

Put Options Held

View Full List

About CAPITAL GROUP CORE EQUITY ETF

Ticker CGUS

More about CGUS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kerntke Otto Mc Glone Wealth Management Group, based on Form 13F filings with the SEC.

News

Stay updated on Kerntke Otto Mc Glone Wealth Management Group with notifications on news.

Account

Kerntke Otto Mc Glone Wealth Management Group Capital Group Core Equity ETF Transaction History