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

Perigon Wealth Management, LLC

  • $4.72 Billion
  • Q3 2025

A detailed history of Perigon Wealth Management, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 11,164 shares of CGUS stock, worth $443,099. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,164
Previous 9,374 19.1%
Holding current value
$443,099
Previous $346,000 27.46%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 17, 2025
BUY
$36.89 - $39.72 $66,033 - $71,098
1,790 Added 19.1%
11,164 $441,000
Q2 2025

Jul 15, 2025
BUY
$29.93 - $36.93 $26,877 - $33,163
898 Added 10.59%
9,374 $346,000
Q1 2025

Apr 23, 2025
BUY
$33.08 - $36.62 $7,409 - $8,202
224 Added 2.71%
8,476 $283,000
Q4 2024

Jan 22, 2025
BUY
$33.96 - $36.24 $280,237 - $299,052
8,252 New
8,252 $288,000

Others Institutions Holding CGUS

# of Institutions
372
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
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