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

BIP Wealth’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 		$30.1M Sell
677,471
-12,939
-2% -$554K 0.86% 26
2026
Q1 		$26.5M Buy
690,410
+30,635
+5% +$1.23M 1.08% 13
2025
Q4 		$26.5M Buy
659,775
+654,460
+12,313% +$26.1M 0.94% 20
2025
Q3 		$210K Buy
+5,315
New +$204K 0.01% 292

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

BIP Wealth's CGUS Position: Q2 2026 in Review

BIP Wealth reduced its Capital Group Core Equity ETF (CGUS) stake by 1.9% in Q2 2026, selling an estimated $554K and leaving 677,471 shares worth $30.1M. The position accounts for 0.86% of the portfolio, ranked #26.

BIP Wealth first reported a position in CGUS in Q3 2025 and has held it in 4 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • BIP Wealth held 677,471 shares of Capital Group Core Equity ETF worth $30.1M as of Q2 2026.
  • BIP Wealth sold 12,939 Capital Group Core Equity ETF shares in Q2 2026, an estimated $554K.
  • Capital Group Core Equity ETF made up 0.86% of BIP Wealth's portfolio in Q2 2026, its #26 holding.
  • BIP Wealth first reported a position in Capital Group Core Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.