Valmark Advisers, Inc. Capital Group Core Equity ETF Transaction History

Valmark Advisers, Inc.

  • $7.6 Billion
  • Q3 2025

A detailed history of Valmark Advisers, Inc. transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Valmark Advisers, Inc. holds 478,224 shares of CGUS stock, worth $19 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
478,224
Previous 402,564 18.79%
Holding current value
$19 Million
Previous $14.9 Million 27.19%
% of portfolio
0.25%
Previous 0.21%

Shares

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

Oct 23, 2025
BUY
$36.89 - $39.72 $2.79 Million - $3.01 Million
75,660 Added 18.79%
478,224 $18.9 Million
Q2 2025

Jul 23, 2025
BUY
$29.93 - $36.93 $766,118 - $945,297
25,597 Added 6.79%
402,564 $14.9 Million
Q1 2025

Apr 22, 2025
BUY
$33.08 - $36.62 $3.37 Million - $3.73 Million
101,787 Added 36.99%
376,967 $12.6 Million
Q4 2024

Jan 30, 2025
BUY
$33.96 - $36.24 $1.46 Million - $1.55 Million
42,849 Added 18.44%
275,180 $9.62 Million
Q3 2024

Oct 25, 2024
BUY
$31.19 - $34.33 $477,207 - $525,249
15,300 Added 7.05%
232,331 $7.96 Million
Q2 2024

Jul 31, 2024
BUY
$29.72 - $32.45 $617,967 - $674,732
20,793 Added 10.6%
217,031 $7 Million
Q1 2024

May 03, 2024
BUY
$27.81 - $31.24 $1.2 Million - $1.34 Million
43,045 Added 28.1%
196,238 $6.11 Million
Q4 2023

Feb 02, 2024
BUY
$24.27 - $28.43 $3.32 Million - $3.89 Million
136,659 Added 826.53%
153,193 $4.34 Million
Q3 2023

Nov 07, 2023
BUY
$25.04 - $26.55 $5,458 - $5,787
218 Added 1.34%
16,534 $415,000
Q2 2023

Aug 02, 2023
BUY
$23.59 - $25.68 $133,944 - $145,811
5,678 Added 53.37%
16,316 $418,000
Q1 2023

May 01, 2023
BUY
$22.32 - $24.22 $5,088 - $5,522
228 Added 2.19%
10,638 $252,000
Q4 2022

Feb 06, 2023
BUY
$20.54 - $23.52 $213,821 - $244,843
10,410 New
10,410 $233,000

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
Track This Portfolio

Track Valmark Advisers, Inc. Portfolio

Follow Valmark Advisers, 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 Valmark Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valmark Advisers, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email