A detailed history of Essex Financial Services, Inc. transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Essex Financial Services, Inc. holds 266,668 shares of CGUS stock, worth $10.2 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
266,668
Previous 267,474 0.3%
Holding current value
$10.2 Million
Previous $8.93 Million 10.24%
% of portfolio
0.69%
Previous 0.67%

Shares

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

Jul 16, 2025

SELL
$29.93 - $36.93 $24,123 - $29,765
-806 Reduced 0.3%
266,668 $9.85 Million
Q1 2025

Apr 25, 2025

BUY
$33.08 - $36.62 $1.01 Million - $1.11 Million
30,392 Added 12.82%
267,474 $8.93 Million
Q4 2024

Jan 29, 2025

BUY
$33.96 - $36.24 $496,495 - $529,828
14,620 Added 6.57%
237,082 $8.29 Million
Q3 2024

Oct 24, 2024

BUY
$31.19 - $34.33 $44,102 - $48,542
1,414 Added 0.64%
222,462 $7.63 Million
Q2 2024

Aug 09, 2024

BUY
$29.72 - $32.45 $81,046 - $88,491
2,727 Added 1.25%
221,048 $7.13 Million
Q2 2024

Jul 31, 2024

BUY
$29.72 - $32.45 $2.83 Million - $3.09 Million
95,244 Added 77.39%
218,321 $7.04 Million
Q1 2024

Apr 23, 2024

BUY
$27.81 - $31.24 $223,258 - $250,794
8,028 Added 6.98%
123,077 $3.84 Million
Q4 2023

Feb 05, 2024

BUY
$24.27 - $28.43 $721,352 - $844,996
29,722 Added 34.83%
115,049 $3.26 Million
Q3 2023

Nov 15, 2023

BUY
$25.04 - $26.55 $455,953 - $483,448
18,209 Added 27.13%
85,327 $2.14 Million
Q2 2023

Aug 08, 2023

BUY
$23.59 - $25.68 $402,468 - $438,126
17,061 Added 34.08%
67,118 $1.72 Million
Q1 2023

May 11, 2023

BUY
$22.32 - $24.22 $430,798 - $467,470
19,301 Added 62.76%
50,057 $1.19 Million
Q4 2022

Feb 10, 2023

BUY
$20.54 - $23.52 $238,818 - $273,467
11,627 Added 60.78%
30,756 $690,000
Q3 2022

Nov 07, 2022

SELL
$20.38 - $24.08 $1,956 - $2,311
-96 Reduced 0.5%
19,129 $390,000
Q2 2022

Aug 01, 2022

BUY
$21.17 - $26.03 $406,993 - $500,426
19,225 New
19,225 $417,000

Others Institutions Holding CGUS

About CAPITAL GROUP CORE EQUITY ETF


  • Ticker CGUS
More about CGUS
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