Kerntke Otto Mc Glone Wealth Management Group Capital Group Core Equity ETF Transaction History

Kerntke Otto Mc Glone Wealth Management Group

$131 Million
Q3 2025

A detailed history of Kerntke Otto Mc Glone Wealth Management Group transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Kerntke Otto Mc Glone Wealth Management Group holds 21,964 shares of CGUS stock, worth $864,503. This represents 0.66% of its overall portfolio holdings.

Number of Shares

21,964

Previous 19,620 11.95%

Holding current value

$864,503

Previous $724,000 19.89%

% of portfolio

0.66%

Previous 0.58%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$36.89 - $39.72 $86,470 - $93,103	2,344 Added 11.95%	21,964 $868,000
Q2 2025 Jul 16, 2025	BUY	$29.93 - $36.93 $103,827 - $128,110	3,469 Added 21.48%	19,620 $724,000
Q1 2025 May 01, 2025	BUY	$33.08 - $36.62 $143,467 - $158,820	4,337 Added 36.71%	16,151 $539,000
Q4 2024 Feb 14, 2025	BUY	$33.96 - $36.24 $102,219 - $109,082	3,010 Added 34.19%	11,814 $413,000
Q3 2024 Nov 12, 2024	BUY	$31.19 - $34.33 $18,402 - $20,254	590 Added 7.18%	8,804 $301,000
Q2 2024 Aug 14, 2024	BUY	$29.72 - $32.45 $31,949 - $34,883	1,075 Added 15.06%	8,214 $264,000
Q1 2024 May 10, 2024	BUY	$27.81 - $31.24 $198,535 - $223,022	7,139 New	7,139 $222,000

Others Institutions Holding CGUS

# of Institutions

347

Shares Held

116M

Call Options Held

16.3K

Put Options Held

View Full List

About CAPITAL GROUP CORE EQUITY ETF

Ticker CGUS

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Kerntke Otto Mc Glone Wealth Management Group Capital Group Core Equity ETF Transaction History