CAWM
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Capital A Wealth Management’s Capital Group Core Equity ETF CGUS Stock Holding History

Capital A Wealth Management’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
2025
Q2 		– Sell
-886
Closed -$29.6K – 501
2025
Q1 		$29.6K Sell
886
-96
-10% -$3.37K 0.03% 189
2024
Q4 		$34.3K Buy
+982
New +$34.4K 0.06% 181

Other funds holding CGUS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital A Wealth Management's CGUS Position: Q2 2025 in Review

Capital A Wealth Management sold out of Capital Group Core Equity ETF (CGUS) in Q2 2025, closing a stake of 886 shares — an estimated $29.6K sold.

Capital A Wealth Management first reported a position in CGUS in Q4 2024 and held it in 2 quarters. The position peaked at $34.3K in Q4 2024. 335 funds tracked by Wall St. Rank hold CGUS as of Q2 2025.

  • Capital A Wealth Management reported no remaining Capital Group Core Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 886 Capital Group Core Equity ETF shares in Q2 2025, an estimated $29.6K.
  • Capital A Wealth Management first reported a position in Capital Group Core Equity ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Capital Group Core Equity ETF position peaked at $34.3K in Q4 2024.
  • 335 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.