BFG
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Beacon Financial Group’s Capital Group Core Equity ETF CGUS Stock Holding History

Beacon Financial Group’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 		$503K Sell
11,319
-154
-1% -$6.59K 0.05% 243
2026
Q1 		$441K Buy
11,473
+71
+0.6% +$2.86K 0.04% 244
2025
Q4 		$459K Buy
11,402
+2,513
+28% +$100K 0.05% 235
2025
Q3 		$351K Sell
8,889
-90
-1% -$3.46K 0.03% 275
2025
Q2 		$332K Buy
8,979
+3
+0% +$102 0.03% 279
2025
Q1 		$300K Sell
8,976
-3,211
-26% -$113K 0.03% 278
2024
Q4 		$426K Buy
12,187
+319
+3% +$11.2K 0.05% 237
2024
Q3 		$407K Buy
11,868
+3,579
+43% +$118K 0.04% 237
2024
Q2 		$267K Sell
8,289
-2,063
-20% -$64.4K 0.03% 283
2024
Q1 		$323K Buy
+10,352
New +$307K 0.04% 259
2022
Q3 		– Sell
-15,000
Closed -$332K – 227
2022
Q2 		$332K Buy
+15,000
New +$352K 0.05% 205

Other funds holding CGUS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Capital International Investors
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Beacon Financial Group's CGUS Position: Q2 2026 in Review

Beacon Financial Group reduced its Capital Group Core Equity ETF (CGUS) stake by 1.3% in Q2 2026, selling an estimated $6.59K and leaving 11,319 shares worth $503K. The position accounts for 0.05% of the portfolio, ranked #243.

Beacon Financial Group first reported a position in CGUS in Q2 2022 and has held it in 11 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • Beacon Financial Group held 11,319 shares of Capital Group Core Equity ETF worth $503K as of Q2 2026.
  • Beacon Financial Group sold 154 Capital Group Core Equity ETF shares in Q2 2026, an estimated $6.59K.
  • Capital Group Core Equity ETF made up 0.05% of Beacon Financial Group's portfolio in Q2 2026, its #243 holding.
  • Beacon Financial Group first reported a position in Capital Group Core Equity ETF in Q2 2022 and has held it in 11 quarters since.
  • 442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.