Annis Gardner Whiting Capital Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio CGUS Stock Details CGUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-862	Closed	-$33.2K	–	493
2026 Q1	$33.2K	Hold	862	–	–	0.01%	642
2025 Q4	$34.7K	Buy	862 +128	+17%	+$5.11K	0.01%	583
2025 Q3	$29.1K	Buy	734 +42	+6%	+$1.61K	0.01%	557
2025 Q2	$25.6K	Buy	692 +36	+5%	+$1.23K	0.01%	525
2025 Q1	$22K	Buy	656 +51	+8%	+$1.79K	0.01%	446
2024 Q4	$21.2K	Buy	605 +41	+7%	+$1.44K	0.01%	433
2024 Q3	$19.4K	Buy	+564	New	+$18.6K	0.01%	465

Other funds holding CGUS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's CGUS Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Capital Group Core Equity ETF (CGUS) in Q2 2026, closing a stake of 862 shares — an estimated $33.2K sold.

Annis Gardner Whiting Capital Advisors first reported a position in CGUS in Q3 2024 and held it in 7 quarters. The position peaked at $34.7K in Q4 2025. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Capital Group Core Equity ETF position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 862 Capital Group Core Equity ETF shares in Q2 2026, an estimated $33.2K.
Annis Gardner Whiting Capital Advisors first reported a position in Capital Group Core Equity ETF in Q3 2024 and held it in 7 quarters.
Annis Gardner Whiting Capital Advisors's Capital Group Core Equity ETF position peaked at $34.7K in Q4 2025.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.