Lantz Financial LLC Capital Group Core Equity ETF Transaction History

Lantz Financial LLC

  • $434 Million
  • Q4 2025

A detailed history of Lantz Financial LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Lantz Financial LLC holds 49,686 shares of CGUS stock, worth $1.97 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
49,686
Previous 44,447 11.79%
Holding current value
$1.97 Million
Previous $1.76 Million 12.24%
% of portfolio
0.45%
Previous 0.42%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
BUY
$38.81 - $40.67 $203,325 - $213,070
5,239 Added 11.79%
49,686 $1.97 Million
Q3 2025

Nov 05, 2025
BUY
$36.89 - $39.72 $46,665 - $50,245
1,265 Added 2.93%
44,447 $1.76 Million
Q2 2025

Jul 11, 2025
BUY
$29.93 - $36.93 $91,855 - $113,338
3,069 Added 7.65%
43,182 $1.59 Million
Q1 2025

Apr 08, 2025
BUY
$33.08 - $36.62 $95,270 - $105,465
2,880 Added 7.74%
40,113 $1.33 Million
Q4 2024

Jan 21, 2025
BUY
$33.96 - $36.24 $74,915 - $79,945
2,206 Added 6.3%
37,233 $1.3 Million
Q3 2024

Oct 15, 2024
BUY
$31.19 - $34.33 $82,934 - $91,283
2,659 Added 8.21%
35,027 $1.2 Million
Q2 2024

Jul 10, 2024
BUY
$29.72 - $32.45 $37,774 - $41,243
1,271 Added 4.09%
32,368 $1.04 Million
Q1 2024

Apr 10, 2024
BUY
$27.81 - $31.24 $42,883 - $48,172
1,542 Added 5.22%
31,097 $968,000
Q4 2023

Jan 12, 2024
BUY
$24.27 - $28.43 $61,524 - $72,070
2,535 Added 9.38%
29,555 $836,000
Q3 2023

Oct 20, 2023
BUY
$25.04 - $26.55 $98,507 - $104,447
3,934 Added 17.04%
27,020 $678,000
Q2 2023

Jul 12, 2023
BUY
$23.59 - $25.68 $89,358 - $97,275
3,788 Added 19.63%
23,086 $592,000
Q1 2023

Apr 10, 2023
BUY
$22.32 - $24.22 $213,156 - $231,301
9,550 Added 97.97%
19,298 $457,000
Q4 2022

Jan 23, 2023
BUY
$20.54 - $23.52 $200,223 - $229,272
9,748 New
9,748 $0

Others Institutions Holding CGUS

# of Institutions
378
Shares Held
139M
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 Lantz Financial LLC Portfolio

Follow Lantz Financial LLC 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 Lantz Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lantz Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email