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

Kingsview Wealth Management, LLC

$5.76 Billion
Q3 2025

A detailed history of Kingsview Wealth Management, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 81,026 shares of CGUS stock, worth $3.22 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

81,026

Previous 253,557 68.04%

Holding current value

$3.22 Million

Previous $9.36 Million 65.79%

% of portfolio

0.06%

Previous 0.18%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$36.89 - $39.72 $6.36 Million - $6.85 Million	-172,531 Reduced 68.04%	81,026 $3.2 Million
Q2 2025 Aug 08, 2025	BUY	$29.93 - $36.93 $1.69 Million - $2.08 Million	56,373 Added 28.59%	253,557 $9.36 Million
Q1 2025 May 02, 2025	BUY	$33.08 - $36.62 $6.28 Million - $6.95 Million	189,914 Added 2612.3%	197,184 $6.59 Million
Q4 2024 Jan 28, 2025	BUY	$33.96 - $36.24 $24,111 - $25,730	710 Added 10.82%	7,270 $254,000
Q3 2024 Nov 12, 2024	SELL	$31.19 - $34.33 $293,934 - $323,525	-9,424 Reduced 58.96%	6,560 $224,000

Q2 2024 Aug 14, 2024	BUY	$29.72 - $32.45 $27,907 - $30,470	939 Added 6.24%	15,984 $515,000
Q1 2024 May 09, 2024	BUY	$27.81 - $31.24 $418,401 - $470,005	15,045 New	15,045 $468,000

Others Institutions Holding CGUS

# of Institutions

379

Shares Held

139M

Call Options Held

Put Options Held

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About CAPITAL GROUP CORE EQUITY ETF

Ticker CGUS

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