Bill Few Associates’s Capital Group Core Equity ETF CGUS Stock Holding History

Bill Few Associates’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	$1.72M	Buy	38,635 +4,940	+15%	+$211K	0.37%	66
2026 Q1	$1.29M	Buy	33,695 +4,212	+14%	+$170K	0.31%	70
2025 Q4	$1.19M	Buy	29,483 +3,358	+13%	+$134K	0.29%	72
2025 Q3	$1.03M	Buy	26,125 +1,643	+7%	+$63.1K	0.27%	75
2025 Q2	$904K	Buy	24,482 +3,851	+19%	+$131K	0.26%	77
2025 Q1	$689K	Buy	20,631 +948	+5%	+$33.3K	0.25%	81
2024 Q4	$688K	Buy	19,683 +1,906	+11%	+$66.8K	0.24%	78
2024 Q3	$609K	Sell	17,777 -45	-0.3%	-$1.49K	0.22%	83
2024 Q2	$575K	Buy	17,822 +380	+2%	+$11.9K	0.22%	85
2024 Q1	$543K	Buy	17,442 +875	+5%	+$25.9K	0.22%	79
2023 Q4	$469K	Hold	16,567	–	–	0.21%	89
2023 Q3	$416K	Sell	16,567 -225	-1%	-$5.83K	0.22%	83
2023 Q2	$431K	Sell	16,792 -85	-0.5%	-$2.08K	0.22%	80
2023 Q1	$400K	Buy	16,877 +1,320	+8%	+$30.8K	0.22%	82
2022 Q4	$349K	Buy	+15,557	New	+$346K	0.21%	89

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

Bill Few Associates's CGUS Position: Q2 2026 in Review

Bill Few Associates increased its Capital Group Core Equity ETF (CGUS) stake by 15% in Q2 2026, buying an estimated $211K and bringing the position to 38,635 shares worth $1.72M. The position accounts for 0.37% of the portfolio, ranked #66.

Bill Few Associates first reported a position in CGUS in Q4 2022 and has held it in 15 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Bill Few Associates held 38,635 shares of Capital Group Core Equity ETF worth $1.72M as of Q2 2026.
Bill Few Associates bought 4,940 Capital Group Core Equity ETF shares in Q2 2026, an estimated $211K.
Capital Group Core Equity ETF made up 0.37% of Bill Few Associates's portfolio in Q2 2026, its #66 holding.
Bill Few Associates first reported a position in Capital Group Core Equity ETF in Q4 2022 and has held it in 15 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Bill Few Associates's 13F filing for Q2 2026, filed 7 Jul 2026.