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

Bogart Wealth LLC’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
Q1 		– Sell
-514
Closed -$20.7K – 1840
2025
Q4 		$20.7K Hold
514
– – ﹤0.01% 671
2025
Q3 		$20.3K Hold
514
– – ﹤0.01% 656
2025
Q2 		$19K Hold
514
– – ﹤0.01% 638
2025
Q1 		$17.2K Buy
+514
New +$18.1K ﹤0.01% 622

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bogart Wealth LLC's CGUS Position: Q1 2026 in Review

Bogart Wealth LLC sold out of Capital Group Core Equity ETF (CGUS) in Q1 2026, closing a stake of 514 shares — an estimated $20.7K sold.

Bogart Wealth LLC first reported a position in CGUS in Q1 2025 and held it in 4 quarters. The position peaked at $20.7K in Q4 2025. 410 funds tracked by Wall St. Rank hold CGUS as of Q1 2026.

  • Bogart Wealth LLC reported no remaining Capital Group Core Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Bogart Wealth LLC sold 514 Capital Group Core Equity ETF shares in Q1 2026, an estimated $20.7K.
  • Bogart Wealth LLC first reported a position in Capital Group Core Equity ETF in Q1 2025 and held it in 4 quarters.
  • Bogart Wealth LLC's Capital Group Core Equity ETF position peaked at $20.7K in Q4 2025.
  • 410 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.