Boyer Financial Services
CGUS icon

Boyer Financial Services’s Capital Group Core Equity ETF CGUS Stock Holding History

Boyer Financial Services’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 		$4.54M Sell
102,057
-219
-0.2% -$9.8K 3.63% 9
2026
Q2 		$4.52M Buy
102,276
+2,852
+3% +$122K 3.81% 9
2026
Q1 		$3.82M Buy
99,424
+5,920
+6% +$238K 4.05% 9
2025
Q4 		$3.77M Buy
+93,504
New +$3.73M 4% 9

Other funds holding CGUS

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Souders Financial Advisors
Souders Financial Advisors Cincinnati, Ohio $1.03B AUM 12.05% 1-Year Est. Return
Midwest Heritage Bank
Midwest Heritage Bank West Des Moines, Iowa $342M AUM 9.98% 1-Year Est. Return
James T. Borello
James T. Borello East Dundee, Illinois $482M AUM 14.29% 1-Year Est. Return

Boyer Financial Services's CGUS Position: Q3 2026 in Review

Boyer Financial Services reduced its Capital Group Core Equity ETF (CGUS) stake by 0.21% in Q3 2026, selling an estimated $9.8K and leaving 102,057 shares worth $4.54M. The position accounts for 3.63% of the portfolio, ranked #9.

Boyer Financial Services first reported a position in CGUS in Q4 2025 and has held it in 4 quarters since. 275 funds tracked by Wall St. Rank hold CGUS as of Q3 2026.

  • Boyer Financial Services held 102,057 shares of Capital Group Core Equity ETF worth $4.54M as of Q3 2026.
  • Boyer Financial Services sold 219 Capital Group Core Equity ETF shares in Q3 2026, an estimated $9.8K.
  • Capital Group Core Equity ETF made up 3.63% of Boyer Financial Services's portfolio in Q3 2026, its #9 holding.
  • Boyer Financial Services first reported a position in Capital Group Core Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • 275 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q3 2026.

Based on Boyer Financial Services's 13F filing for Q3 2026, filed 23 Oct 2026.