Valmark Advisers, Inc. Capital Group Core Equity ETF Transaction History

Valmark Advisers, Inc.

  • $7.6 Billion
  • Q3 2025

A detailed history of Valmark Advisers, Inc. transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Valmark Advisers, Inc. holds 478,224 shares of CGUS stock, worth $18.8 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
478,224
Previous 402,564 18.79%
Holding current value
$18.8 Million
Previous $14.9 Million 27.19%
% of portfolio
0.25%
Previous 0.21%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$36.89 - $39.72 $2.79 Million - $3.01 Million
75,660 Added 18.79%
478,224 $18.9 Million
Q2 2025

Jul 23, 2025
BUY
$29.93 - $36.93 $766,118 - $945,297
25,597 Added 6.79%
402,564 $14.9 Million
Q1 2025

Apr 22, 2025
BUY
$33.08 - $36.62 $3.37 Million - $3.73 Million
101,787 Added 36.99%
376,967 $12.6 Million
Q4 2024

Jan 30, 2025
BUY
$33.96 - $36.24 $1.46 Million - $1.55 Million
42,849 Added 18.44%
275,180 $9.62 Million
Q3 2024

Oct 25, 2024
BUY
$31.19 - $34.33 $477,207 - $525,249
15,300 Added 7.05%
232,331 $7.96 Million
Q2 2024

Jul 31, 2024
BUY
$29.72 - $32.45 $617,967 - $674,732
20,793 Added 10.6%
217,031 $7 Million
Q1 2024

May 03, 2024
BUY
$27.81 - $31.24 $1.2 Million - $1.34 Million
43,045 Added 28.1%
196,238 $6.11 Million
Q4 2023

Feb 02, 2024
BUY
$24.27 - $28.43 $3.32 Million - $3.89 Million
136,659 Added 826.53%
153,193 $4.34 Million
Q3 2023

Nov 07, 2023
BUY
$25.04 - $26.55 $5,458 - $5,787
218 Added 1.34%
16,534 $415,000
Q2 2023

Aug 02, 2023
BUY
$23.59 - $25.68 $133,944 - $145,811
5,678 Added 53.37%
16,316 $418,000
Q1 2023

May 01, 2023
BUY
$22.32 - $24.22 $5,088 - $5,522
228 Added 2.19%
10,638 $252,000
Q4 2022

Feb 06, 2023
BUY
$20.54 - $23.52 $213,821 - $244,843
10,410 New
10,410 $233,000

Others Institutions Holding CGUS

# of Institutions
347
Shares Held
116M
Call Options Held
16.3K
Put Options Held
0
View Full List

About CAPITAL GROUP CORE EQUITY ETF

CGUS Quotes by TradingView
  • Ticker CGUS
More about CGUS
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