Bridgewealth Advisory Group’s Capital Group Core Equity ETF CGUS Stock Holding History

Bridgewealth Advisory Group’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	$15.9M	Buy	356,375 +219	+0.1%	+$9.37K	2.99%	10
2026 Q1	$13.7M	Buy	356,156 +26,240	+8%	+$1.06M	2.84%	9
2025 Q4	$13.3M	Buy	329,916 +35,260	+12%	+$1.41M	2.93%	9
2025 Q3	$11.7M	Buy	294,656 +27,487	+10%	+$1.06M	2.7%	10
2025 Q2	$9.87M	Buy	267,169 +81,638	+44%	+$2.78M	2.5%	11
2025 Q1	$6.2M	Sell	185,531 -70,067	-27%	-$2.46M	8.15%	2
2024 Q4	$9.31M	Buy	255,598 +28,257	+12%	+$990K	2.63%	10
2024 Q3	$7.79M	Buy	227,341 +32,521	+17%	+$1.07M	2.83%	11
2024 Q2	$6.28M	Buy	194,820 +38,577	+25%	+$1.2M	2.78%	12
2024 Q1	$4.87M	Buy	156,243 +98,769	+172%	+$2.93M	2.38%	12
2023 Q4	$1.63M	Buy	57,474 +45,504	+380%	+$1.2M	1.25%	20
2023 Q3	$301K	Buy	+11,970	New	+$310K	0.37%	43

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

Bridgewealth Advisory Group's CGUS Position: Q2 2026 in Review

Bridgewealth Advisory Group increased its Capital Group Core Equity ETF (CGUS) stake by 0.06% in Q2 2026, buying an estimated $9.37K and bringing the position to 356,375 shares worth $15.9M. The position accounts for 2.99% of the portfolio, ranked #10.

Bridgewealth Advisory Group first reported a position in CGUS in Q3 2023 and has held it in 12 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Bridgewealth Advisory Group held 356,375 shares of Capital Group Core Equity ETF worth $15.9M as of Q2 2026.
Bridgewealth Advisory Group bought 219 Capital Group Core Equity ETF shares in Q2 2026, an estimated $9.37K.
Capital Group Core Equity ETF made up 2.99% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #10 holding.
Bridgewealth Advisory Group first reported a position in Capital Group Core Equity ETF in Q3 2023 and has held it in 12 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.