Position history for Kestra Advisory Services, LLC's holdings in CAPITAL GROUP CORE EQUITY
Kestra Advisory Services, LLC holds 912,191 shares of CGUS (CAPITAL GROUP CORE EQUITY), worth $36.7M as of 2025-Q4. The position was decreased (-15.3% shares). CGUS represents 0.2% of Kestra Advisory Services, LLC's portfolio.
Current Value
$36.7M
Current Shares
912,191
Total Value Change
+$10M
Total Shares Change
+85,822
Other major holders of CGUS: LPL Financial LLC, ENVESTNET ASSET MANAGEMENT INC
Decreased |
| 912,191 |
-15.3% |
| $36.7M |
| 0.2% |
| $40.51 |
0 |
| 2025-Q3 | Decreased | 1.1M | -8.3% | $42.6M | 0.2% | $39.25 | 0 |
| 2025-Q2 | Increased | 1.2M | +7.3% | $43.4M | 0.2% | $36.56 | 37 |
| 2025-Q1 | Increased | 1.1M | +13.6% | $36.6M | 0.2% | $32.96 | 39 |
| 2024-Q4 | Decreased | 963,876 | -9.1% | $33.7M | 0.2% | $34.73 | 0 |
| 2024-Q3 | Increased | 1.1M | +28.3% | $36.3M | 0.2% | $33.73 | 43 |
| 2024-Q2 | Increased | 826,369 | +107.6% | $26.7M | 0.1% | $31.74 | 55 |