CAPITAL GROUP CORE EQUITY ET

Ticker: CGUS CUSIP: 14020V108 Class: SHS CREATION UNI

Gateway Wealth Partners, LLC's Holding History (CIK: 0001966037)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 45,709 Value ($000) $1,839 Avg Close — Range —
Q3 2025
Shares 29,668 Value ($000) $1,173 Avg Close — Range —
Q2 2025
Shares 27,702 Value ($000) $1,023 Avg Close — Range —
Q1 2025
Shares 28,329 Value ($000) $946 Avg Close — Range —
Q4 2024
Shares 20,637 Value ($000) $722 Avg Close — Range —
Q3 2024
Shares 14,296 Value ($000) $490 Avg Close — Range —
Q2 2024
Shares 8,787 Value ($000) $283 Avg Close — Range —