Belpointe Asset Management’s Capital Group Core Equity ETF CGUS Stock Holding History

Belpointe Asset 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 Q3	$1.42M	Buy	31,888 +9	+0%	+$403	0.04%	424
2026 Q2	$1.42M	Buy	31,879 +5,963	+23%	+$255K	0.05%	379
2026 Q1	$996K	Buy	25,916 +1,090	+4%	+$43.9K	0.04%	454
2025 Q4	$999K	Hold	24,826	–	–	0.04%	435
2025 Q3	$982K	Buy	24,826 +259	+1%	+$9.9K	0.04%	411
2025 Q2	$907K	Sell	24,567 -150	-0.6%	-$5.11K	0.04%	392
2025 Q1	$826K	Buy	24,717 +1,001	+4%	+$35.2K	0.04%	394
2024 Q4	$799K	Hold	23,716	–	–	0.05%	380
2024 Q3	$813K	Hold	23,716	–	–	0.05%	357
2024 Q2	$765K	Buy	23,716 +789	+3%	+$24.6K	0.05%	343
2024 Q1	$714K	Buy	22,927 +1,800	+9%	+$53.4K	0.05%	355
2023 Q4	$598K	Sell	21,127 -3,813	-15%	-$100K	0.05%	320
2023 Q3	$626K	Buy	24,940 +1,000	+4%	+$25.9K	0.06%	282
2023 Q2	$615K	Sell	23,940 -13,945	-37%	-$341K	0.07%	264
2023 Q1	$897K	Buy	37,885 +5,945	+19%	+$139K	0.05%	363
2022 Q4	$717K	Buy	31,940 +1,900	+6%	+$42.2K	0.04%	399
2022 Q3	$612K	Buy	30,040 +12,110	+68%	+$272K	0.04%	436
2022 Q2	$389K	Buy	+17,930	New	+$420K	0.03%	589

Other funds holding CGUS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Belpointe Asset Management's CGUS Position: Q3 2026 in Review

Belpointe Asset Management increased its Capital Group Core Equity ETF (CGUS) stake by 0.03% in Q3 2026, buying an estimated $403 and bringing the position to 31,888 shares worth $1.42M. The position accounts for 0.04% of the portfolio, ranked #424.

Belpointe Asset Management first reported a position in CGUS in Q2 2022 and has held it in 18 quarters since. 314 funds tracked by Wall St. Rank hold CGUS as of Q3 2026.

Belpointe Asset Management held 31,888 shares of Capital Group Core Equity ETF worth $1.42M as of Q3 2026.
Belpointe Asset Management bought 9 Capital Group Core Equity ETF shares in Q3 2026, an estimated $403.
Capital Group Core Equity ETF made up 0.04% of Belpointe Asset Management's portfolio in Q3 2026, its #424 holding.
Belpointe Asset Management first reported a position in Capital Group Core Equity ETF in Q2 2022 and has held it in 18 quarters since.
314 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.