Confluence Wealth Services Inc. Has $589,000 Holdings in Capital Group Core Equity ETF (NYSEARCA:CGUS)

Confluence Wealth Services Inc. increased its stake in shares of Capital Group Core Equity ETF (NYSEARCA:CGUS) by 63.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 16,244 shares of the company’s stock after buying an additional 6,299 shares during the quarter. Confluence Wealth Services Inc.’s holdings in Capital Group Core Equity ETF were worth $589,000 at the end of the most recent reporting period.

Other institutional investors have also bought and sold shares of the company. Geneos Wealth Management Inc. increased its holdings in shares of Capital Group Core Equity ETF by 111.0% during the fourth quarter. Geneos Wealth Management Inc. now owns 2,173 shares of the company’s stock worth $76,000 after buying an additional 1,143 shares in the last quarter. JPMorgan Chase & Co. grew its position in Capital Group Core Equity ETF by 944.1% during the 3rd quarter. JPMorgan Chase & Co. now owns 2,934 shares of the company’s stock worth $101,000 after acquiring an additional 2,653 shares during the last quarter. ORG Partners LLC acquired a new stake in Capital Group Core Equity ETF during the 4th quarter valued at $105,000. Private Client Services LLC bought a new position in Capital Group Core Equity ETF in the 4th quarter valued at $200,000. Finally, Atria Investments Inc bought a new position in Capital Group Core Equity ETF in the 3rd quarter valued at $204,000.

Capital Group Core Equity ETF Stock Performance

Shares of CGUS stock opened at $36.50 on Thursday. Capital Group Core Equity ETF has a 52 week low of $29.14 and a 52 week high of $36.75. The stock has a market capitalization of $3.01 billion, a PE ratio of 26.52 and a beta of 0.96. The stock’s fifty day moving average is $35.63 and its 200-day moving average is $34.47.

Capital Group Core Equity ETF Company Profile

The Capital Group Core Equity ETF (CGUS) is an exchange-traded fund that mostly invests in total market equity. The fund is actively managed to invest in companies believed to have the potential for appreciation and\u002For dividends. CGUS was launched on Feb 22, 2022 and is managed by Capital Group.