Cannon Wealth Management Services’s Capital Group Core Equity ETF CGUS Stock Holding History

Cannon Wealth Management 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 Q2	$9.58M	Buy	215,270 +21,042	+11%	+$900K	5.24%	3
2026 Q1	$7.46M	Buy	194,228 +5,062	+3%	+$204K	5.05%	4
2025 Q4	$7.61M	Sell	189,166 -40,331	-18%	-$1.61M	5.37%	4
2025 Q3	$9.07M	Buy	229,497 +6,646	+3%	+$255K	6.87%	2
2025 Q2	$8.23M	Buy	222,851 +13,334	+6%	+$454K	6.73%	2
2025 Q1	$6.99M	Buy	209,517 +11,213	+6%	+$394K	6.24%	3
2024 Q4	$7.17M	Buy	198,304 +66,852	+51%	+$2.34M	6.18%	3
2024 Q3	$4.51M	Buy	+131,452	New	+$4.34M	4.12%	7

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

Cannon Wealth Management Services's CGUS Position: Q2 2026 in Review

Cannon Wealth Management Services increased its Capital Group Core Equity ETF (CGUS) stake by 11% in Q2 2026, buying an estimated $900K and bringing the position to 215,270 shares worth $9.58M. The position accounts for 5.24% of the portfolio, ranked #3.

Cannon Wealth Management Services first reported a position in CGUS in Q3 2024 and has held it in 8 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Cannon Wealth Management Services held 215,270 shares of Capital Group Core Equity ETF worth $9.58M as of Q2 2026.
Cannon Wealth Management Services bought 21,042 Capital Group Core Equity ETF shares in Q2 2026, an estimated $900K.
Capital Group Core Equity ETF made up 5.24% of Cannon Wealth Management Services's portfolio in Q2 2026, its #3 holding.
Cannon Wealth Management Services first reported a position in Capital Group Core Equity ETF in Q3 2024 and has held it in 8 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Cannon Wealth Management Services's 13F filing for Q2 2026, filed 11 Aug 2026.