CWC
CGUS icon

Carolinas Wealth Consulting’s Capital Group Core Equity ETF CGUS Stock Holding History

Carolinas Wealth Consulting’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
-14,277
Closed -$477K – 151
2025
Q1 		$477K Sell
14,277
-7,944
-36% -$279K 0.1% 105
2024
Q4 		$777K Buy
22,221
+128
+0.6% +$4.49K 0.15% 75
2024
Q3 		$759K Buy
22,093
+55
+0.2% +$1.82K 0.14% 82
2024
Q2 		$712K Buy
+22,038
New +$688K 0.14% 81

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 $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Carolinas Wealth Consulting's CGUS Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Capital Group Core Equity ETF (CGUS) in Q2 2025, closing a stake of 14,277 shares — an estimated $477K sold.

Carolinas Wealth Consulting first reported a position in CGUS in Q2 2024 and held it in 4 quarters. The position peaked at $777K in Q4 2024. 335 funds tracked by Wall St. Rank hold CGUS as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Capital Group Core Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 14,277 Capital Group Core Equity ETF shares in Q2 2025, an estimated $477K.
  • Carolinas Wealth Consulting first reported a position in Capital Group Core Equity ETF in Q2 2024 and held it in 4 quarters.
  • Carolinas Wealth Consulting's Capital Group Core Equity ETF position peaked at $777K in Q4 2024.
  • 335 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.