Number of Shares
252,860.00
Current Holdings Value*
$8.45 Mil
% of Portfolio
6.69%
Total Estimate Gain
$601,684.70
% of Total Estimate Gain
6.78%

Challenger Wealth Management's Capital Group Core Equity ETF Holding Summary

As of 2025-03-31, Challenger Wealth Management held 252,860.00 shares of Capital Group Core Equity ETF(CGUS), totaling $8.45 Mil. This investment constitutes 6.69% of their stock portfolio, and Challenger Wealth Management now holds 0.17% of the outstanding Capital Group Core Equity ETF(CGUS) stock.

The initial trade took place in 2024Q4. And since then Challenger Wealth Management has made 1 purchases of CGUS, at an average price of $35.08, for a total of 252,860.00 shares. Based on historical transaction data and CGUS's current price of $37.46, Challenger Wealth Management's estimated gain on his CGUS holdings is $601,684.70, reflecting a 6.78% gain to date.

Challenger Wealth Management CGUS ($37.46) Holding Chart

Challenger Wealth Management CGUS ($37.46) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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