Latest Institutional Transactions on Capital Group Core Equity ETF (CGUS)
This table provides information on the latest institutional transactions involving Capital Group Core Equity ETF (CGUS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.1K+ 9.22% |
$42.8K - $44.9K
|
13.1K
$519K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.37K+ 30.22% |
$131K - $137K
|
14.5K
$577K
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
6.71K+ 119.77% |
$260K - $273K
|
12.3K
$488K
|
|
|
Jan 16, 2026
Q4 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
3.77K+ 8.96% |
$146K - $153K
|
45.9K
$1.82M
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.54K- 3.2% |
$59.8K - $62.7K
|
46.7K
$1.85M
|
|
|
Jan 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
19+ 0.24% |
$737 - $773
|
8.08K
$321K
|
|
|
Jan 15, 2026
Q4 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
8.55K+ 114.85% |
$332K - $348K
|
16K
$635K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
858KNew |
$33.3M - $34.9M
|
858K
$34.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
8.4KNew |
$326K - $342K
|
8.4K
$333K
|
|
|
Jan 15, 2026
Q4 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
244KNew |
$9.47M - $9.92M
|
244K
$9.68M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-1.32K- 2.13% |
$51.2K - $53.7K
|
60.8K
$2.41M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
9.51KNew |
$369K - $387K
|
9.51K
$377K
|
|
|
Jan 14, 2026
Q4 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
SELL
|
- |
-16.5K- 11.71% |
$641K - $672K
|
125K
$4.94M
|
|
|
Jan 14, 2026
Q4 2025
|
Auctus Advisors LLC
Charlotte, NC |
BUY
|
- |
13KNew |
$503K - $528K
|
13K
$515K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-113K- 41.67% |
$4.39M - $4.6M
|
158K
$6.29M
|
|
|
Jan 14, 2026
Q4 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
1+ 0.01% |
$38.8 - $40.7
|
18.4K
$730K
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
23K+ 5.74% |
$894K - $937K
|
424K
$16.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
24K+ 167.17% |
$930K - $975K
|
38.3K
$1.52M
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
BUY
|
- |
5.24K+ 11.79% |
$203K - $213K
|
49.7K
$1.97M
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.1K- 2.49% |
$42.5K - $44.6K
|
42.9K
$1.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-500- 0.94% |
$19.4K - $20.3K
|
52.5K
$2.08M
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
11K+ 18.2% |
$426K - $446K
|
71.3K
$2.83M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
320+ 40.97% |
$12.4K - $13K
|
1.1K
$43.7K
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
171+ 0.37% |
$6.64K - $6.95K
|
46.5K
$1.84M
|
|
|
Jan 12, 2026
Q4 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
3.36K+ 12.85% |
$130K - $137K
|
29.5K
$1.17M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.04% |
$116 - $122
|
6.82K
$271K
|
|
|
Jan 12, 2026
Q4 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
9.39K+ 13.22% |
$364K - $382K
|
80.4K
$3.19M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
6.61K+ 28.02% |
$257K - $269K
|
30.2K
$1.2M
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.17K- 17.77% |
$45.5K - $47.7K
|
5.42K
$215K
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
21+ 0.03% |
$815 - $854
|
68.3K
$2.71M
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
20.8KNew |
$806K - $845K
|
20.8K
$824K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-5.64K- 49.92% |
$219K - $229K
|
5.66K
$225K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
459+ 3.2% |
$17.8K - $18.7K
|
14.8K
$588K
|
|
|
Jan 08, 2026
Q4 2025
|
Lincoln Capital LLC
|
BUY
|
- |
6.46K+ 21.81% |
$251K - $263K
|
36.1K
$1.43M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.3K+ 2.08% |
$555K - $581K
|
700K
$27.8M
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.12K+ 3.52% |
$43.4K - $45.5K
|
32.9K
$1.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-72.7K- 39.9% |
$2.82M - $2.96M
|
110K
$4.35M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
416+ 3.34% |
$16.1K - $16.9K
|
12.9K
$511K
|
|
|
Jan 07, 2026
Q4 2025
|
Lynch & Associates
|
BUY
|
- |
1.8K+ 5.24% |
$69.7K - $73.1K
|
36.1K
$1.43M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
19.7K+ 10.26% |
$765K - $802K
|
212K
$8.41M
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.91K+ 22.0% |
$113K - $118K
|
16.1K
$640K
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
250+ 0.59% |
$9.7K - $10.2K
|
42.3K
$1.68M
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
67+ 78.82% |
$2.6K - $2.72K
|
152
$6.03K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
14K+ 14.1% |
$545K - $571K
|
114K
$4.51M
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
62.8K+ 292.66% |
$2.32M - $2.5M
|
84.3K
$3.35M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.62K- 6.04% |
$59.8K - $64.4K
|
25.2K
$1M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
17.7K+ 4.64% |
$652K - $702K
|
398K
$15.8M
|
|
|
Nov 26, 2025
Q3 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
324+ 3.33% |
$12K - $12.9K
|
10.1K
$399K
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
236+ 5.95% |
$8.71K - $9.37K
|
4.2K
$167K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.21K+ 79.64% |
$81.4K - $87.6K
|
4.98K
$197K
|
|