Vest Gen Advisors, LLC Capital Group Core Equity ETF Transaction History
Vest Gen Advisors, LLC
- $3 Trillion
- Q3 2025
A detailed history of Vest Gen Advisors, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 282,382 shares of CGUS stock, worth $11.2 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
282,382
Previous 264,597
6.72%
Holding current value
$11.2 Million
Previous $9.77 Billion
14.26%
% of portfolio
0.37%
Previous 0.39%
Shares
3 transactions
Others Institutions Holding CGUS
# of Institutions
372Shares Held
137MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.9MShares$790 Million0.25% of portfolio
-
Envestnet Asset Management Inc11.1MShares$442 Million0.14% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.03MShares$279 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.12MShares$243 Million0.02% of portfolio
-
Capital International Investors Los Angeles, CA5.98MShares$237 Million0.04% of portfolio