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

Gerber Kawasaki Wealth & Investment Management

$1.98 Billion
Q2 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 166,594 shares of CGUS stock, worth $5.78 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

166,594

Previous 160,276 3.94%

Holding current value

$5.78 Million

Previous $4.99 Million 7.57%

% of portfolio

0.27%

Previous 0.27%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

257

Shares Held

61.3M

Call Options Held

Put Options Held

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About CAPITAL GROUP CORE EQUITY ETF

Ticker CGUS

More about CGUS

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