Balboa Wealth Partners Capital Group Core Equity ETF Transaction History

Balboa Wealth Partners

  • $476 Million
  • Q2 2025

A detailed history of Balboa Wealth Partners transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Balboa Wealth Partners holds 8,795 shares of CGUS stock, worth $334,297. This represents 0.07% of its overall portfolio holdings.

Number of Shares
8,795
Holding current value
$334,297
% of portfolio
0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
BUY
$29.93 - $36.93 $263,234 - $324,799
8,795 New
8,795 $324,000
Q1 2024

May 13, 2024
BUY
$27.81 - $31.24 $186,827 - $209,870
6,718 New
6,718 $209,000

Others Institutions Holding CGUS

# of Institutions
337
Shares Held
106M
Call Options Held
42.7K
Put Options Held
1.4K
View Full List

About CAPITAL GROUP CORE EQUITY ETF

CGUS Quotes by TradingView
  • Ticker CGUS
More about CGUS
Track This Portfolio

Track Balboa Wealth Partners Portfolio

Follow Balboa Wealth Partners 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 Balboa Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Balboa Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email