A detailed history of Mascagni Wealth Management, Inc. transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Mascagni Wealth Management, Inc. holds 26,091 shares of CGUS stock, worth $859,176. This represents 0.87% of its overall portfolio holdings.

Number of Shares
26,091
Previous 22,231 17.36%
Holding current value
$859,176
Previous $742,000 117343.26%
% of portfolio
0.87%
Previous 0.8%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025

BUY
$33.08 - $36.62 $127,688 - $141,353
3,860 Added 17.36%
26,091 $871 Million
Q1 2025

Apr 22, 2025

SELL
$33.08 - $36.62 $127,688 - $141,353
-3,860 Reduced 14.79%
22,231 $742,000
Q4 2024

Apr 22, 2025

BUY
$33.96 - $36.24 $131,085 - $139,886
3,860 Added 17.36%
26,091 $912,000
Q4 2024

Mar 21, 2025

BUY
$33.96 - $36.24 $754,964 - $805,651
22,231 New
22,231 $777 Million

Others Institutions Holding CGUS

About CAPITAL GROUP CORE EQUITY ETF


  • Ticker CGUS
More about CGUS
Track This Portfolio

Track Mascagni Wealth Management, Inc. Portfolio

Follow Mascagni Wealth Management, Inc. 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 Mascagni Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mascagni Wealth Management, Inc. with notifications on news.