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Calton & Associates’s Capital Group Core Equity ETF CGUS Stock Holding History

Calton & 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 		$266K Buy
5,976
+3
+0.1% +$128 0.04% 340
2026
Q1 		$229K Sell
5,973
-668
-10% -$26.9K 0.03% 392
2025
Q4 		$267K Sell
6,641
-212
-3% -$8.47K 0.04% 356
2025
Q3 		$271K Buy
+6,853
New +$263K 0.04% 343

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 22.9% 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

Calton & Associates's CGUS Position: Q2 2026 in Review

Calton & Associates increased its Capital Group Core Equity ETF (CGUS) stake by 0.05% in Q2 2026, buying an estimated $128 and bringing the position to 5,976 shares worth $266K. The position accounts for 0.04% of the portfolio, ranked #340.

Calton & Associates first reported a position in CGUS in Q3 2025 and has held it in 4 quarters since. The position peaked at $271K in Q3 2025. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • Calton & Associates held 5,976 shares of Capital Group Core Equity ETF worth $266K as of Q2 2026.
  • Calton & Associates bought 3 Capital Group Core Equity ETF shares in Q2 2026, an estimated $128.
  • Capital Group Core Equity ETF made up 0.04% of Calton & Associates's portfolio in Q2 2026, its #340 holding.
  • Calton & Associates first reported a position in Capital Group Core Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • Calton & Associates's Capital Group Core Equity ETF position peaked at $271K in Q3 2025.
  • 442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.