Gerber Kawasaki Wealth & Investment Management Capital Group Core Equity ETF Transaction History

Gerber Kawasaki Wealth & Investment Management

  • $2.16 Billion
  • Q3 2024

A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 166,754 shares of CGUS stock, worth $5.84 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
166,754
Previous 166,594 0.1%
Holding current value
$5.84 Million
Previous $5.37 Million 6.4%
% of portfolio
0.26%
Previous 0.27%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$31.19 - $34.33 $4,990 - $5,492
160 Added 0.1%
166,754 $5.72 Million
Q2 2024

Aug 13, 2024
BUY
$29.72 - $32.45 $187,770 - $205,019
6,318 Added 3.94%
166,594 $5.37 Million
Q1 2024

May 13, 2024
SELL
$27.81 - $31.24 $134,211 - $150,764
-4,826 Reduced 2.92%
160,276 $4.99 Million
Q4 2023

Feb 12, 2024
BUY
$24.27 - $28.43 $451,057 - $528,371
18,585 Added 12.68%
165,102 $4.67 Million
Q3 2023

Nov 14, 2023
BUY
$25.04 - $26.55 $86,112 - $91,305
3,439 Added 2.4%
146,517 $3.68 Million
Q2 2023

Aug 10, 2023
BUY
$23.59 - $25.68 $2.92 Million - $3.18 Million
123,968 Added 648.71%
143,078 $3.67 Million
Q1 2023

May 15, 2023
BUY
$22.32 - $24.22 $13,392 - $14,532
600 Added 3.24%
19,110 $452,000
Q4 2022

Feb 08, 2023
BUY
$20.54 - $23.52 $380,195 - $435,355
18,510 New
18,510 $415,000

Others Institutions Holding CGUS

# of Institutions
266
Shares Held
69.3M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITAL GROUP CORE EQUITY ETF

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

Track Gerber Kawasaki Wealth & Investment Management Portfolio

Follow Gerber Kawasaki Wealth & Investment Management 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 Gerber Kawasaki Wealth & Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Gerber Kawasaki Wealth & Investment Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email