Olistico Wealth, LLC Capital Group Core Equity ETF Transaction History

Olistico Wealth, LLC

$205 Billion
Q4 2025

A detailed history of Olistico Wealth, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Olistico Wealth, LLC holds 68,288 shares of CGUS stock, worth $2.71 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares

68,288

Previous 68,267 0.03%

Holding current value

$2.71 Million

Previous $2.7 Billion 1.78%

% of portfolio

1.34%

Previous 1.43%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$38.81 - $40.67 $815 - $854	21 Added 0.03%	68,288 $2.75 Billion
Q3 2025 Oct 24, 2025	BUY	$36.89 - $39.72 $405 - $436	11 Added 0.02%	68,267 $2.7 Billion
Q2 2025 Jul 22, 2025	BUY	$29.93 - $36.93 $359 - $443	12 Added 0.02%	68,256 $2.52 Billion
Q1 2025 Apr 29, 2025	SELL	$33.08 - $36.62 $33 - $36	-1 Reduced -0.0%	68,244 $2.28 Billion
Q4 2024 Jan 17, 2025	BUY	$33.96 - $36.24 $849 - $906	25 Added 0.04%	68,245 $2.39 Billion

Q3 2024 Oct 08, 2024	BUY	$31.19 - $34.33 $311 - $343	10 Added 0.01%	68,220 $2.34 Billion
Q2 2024 Jul 09, 2024	BUY	$29.72 - $32.45 $297 - $324	10 Added 0.01%	68,210 $2.2 Billion
Q2 2023 Jul 25, 2023	BUY	$23.59 - $25.68 $1.61 Million - $1.75 Million	68,200 New	68,200 $1.75 Billion

Others Institutions Holding CGUS

# of Institutions

371

Shares Held

137M

Call Options Held

Put Options Held

View Full List

About CAPITAL GROUP CORE EQUITY ETF

Ticker CGUS

More about CGUS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Olistico Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Olistico Wealth, LLC with notifications on news.

Account

Olistico Wealth, LLC Capital Group Core Equity ETF Transaction History