Apollon Wealth Management’s Capital Group Core Equity ETF CGUS Stock Holding History

Apollon Wealth Management’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	$13.8M	Buy	310,853 +15,366	+5%	+$658K	0.17%	116
2026 Q1	$11.4M	Buy	295,487 +69,005	+30%	+$2.78M	0.18%	113
2025 Q4	$9.11M	Buy	226,482 +24,594	+12%	+$982K	0.16%	125
2025 Q3	$7.98M	Buy	201,888 +147,649	+272%	+$5.67M	0.14%	135
2025 Q2	$2M	Buy	+54,239	New	+$1.85M	0.04%	359

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

Apollon Wealth Management's CGUS Position: Q2 2026 in Review

Apollon Wealth Management increased its Capital Group Core Equity ETF (CGUS) stake by 5.2% in Q2 2026, buying an estimated $658K and bringing the position to 310,853 shares worth $13.8M. The position accounts for 0.17% of the portfolio, ranked #116.

Apollon Wealth Management first reported a position in CGUS in Q2 2025 and has held it in 5 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Apollon Wealth Management held 310,853 shares of Capital Group Core Equity ETF worth $13.8M as of Q2 2026.
Apollon Wealth Management bought 15,366 Capital Group Core Equity ETF shares in Q2 2026, an estimated $658K.
Capital Group Core Equity ETF made up 0.17% of Apollon Wealth Management's portfolio in Q2 2026, its #116 holding.
Apollon Wealth Management first reported a position in Capital Group Core Equity ETF in Q2 2025 and has held it in 5 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.