Great Valley Advisor Group, Inc. Capital Group Core Equity ETF Transaction History

Great Valley Advisor Group, Inc.

$4.47 Billion
Q3 2025

A detailed history of Great Valley Advisor Group, Inc. transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 209,973 shares of CGUS stock, worth $8.33 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

209,973

Previous 194,938 7.71%

Holding current value

$8.33 Million

Previous $7.2 Million 15.32%

% of portfolio

0.19%

Previous 0.18%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$36.89 - $39.72 $554,641 - $597,190	15,035 Added 7.71%	209,973 $8.3 Million
Q2 2025 Aug 14, 2025	BUY	$29.93 - $36.93 $1.13 Million - $1.4 Million	37,844 Added 24.09%	194,938 $7.2 Million
Q1 2025 May 08, 2025	BUY	$33.08 - $36.62 $2.12 Million - $2.34 Million	64,016 Added 68.78%	157,094 $5.25 Million
Q4 2024 Feb 24, 2025	BUY	$33.96 - $36.24 $1.17 Million - $1.25 Million	34,413 Added 58.66%	93,078 $3.25 Million
Q3 2024 Nov 12, 2024	BUY	$31.19 - $34.33 $499,601 - $549,897	16,018 Added 37.56%	58,665 $2.01 Million

Q2 2024 Jul 16, 2024	BUY	$29.72 - $32.45 $191,129 - $208,685	6,431 Added 17.76%	42,647 $1.38 Million
Q1 2024 May 03, 2024	BUY	$27.81 - $31.24 $104,065 - $116,900	3,742 Added 11.52%	36,216 $1.13 Million
Q4 2023 Feb 05, 2024	BUY	$24.27 - $28.43 $788,143 - $923,235	32,474 New	32,474 $919,000

Others Institutions Holding CGUS

# of Institutions

371

Shares Held

137M

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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Great Valley Advisor Group, Inc. Capital Group Core Equity ETF Transaction History