Balboa Wealth Partners’s Capital Group Core Equity ETF CGUS Stock Holding History

Balboa Wealth Partners’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	$471K	Sell	10,598 -2,688	-20%	-$115K	0.06%	248
2026 Q1	$510K	Buy	13,286 +208	+2%	+$8.38K	0.09%	196
2025 Q4	$526K	Buy	13,078 +1,104	+9%	+$44.1K	0.09%	184
2025 Q3	$473K	Buy	11,974 +3,179	+36%	+$122K	0.08%	187
2025 Q2	$325K	Buy	+8,795	New	+$300K	0.07%	235
2024 Q2	–	Sell	-6,718	Closed	-$209K	–	311
2024 Q1	$209K	Buy	+6,718	New	+$199K	0.06%	225

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

Balboa Wealth Partners's CGUS Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Capital Group Core Equity ETF (CGUS) stake by 20% in Q2 2026, selling an estimated $115K and leaving 10,598 shares worth $471K. The position accounts for 0.06% of the portfolio, ranked #248.

Balboa Wealth Partners first reported a position in CGUS in Q1 2024 and has held it in 6 quarters since. The position peaked at $526K in Q4 2025. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Balboa Wealth Partners held 10,598 shares of Capital Group Core Equity ETF worth $471K as of Q2 2026.
Balboa Wealth Partners sold 2,688 Capital Group Core Equity ETF shares in Q2 2026, an estimated $115K.
Capital Group Core Equity ETF made up 0.06% of Balboa Wealth Partners's portfolio in Q2 2026, its #248 holding.
Balboa Wealth Partners first reported a position in Capital Group Core Equity ETF in Q1 2024 and has held it in 6 quarters since.
Balboa Wealth Partners's Capital Group Core Equity ETF position peaked at $526K in Q4 2025.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.