Carson Wealth (CWM LLC)’s Capital Group Core Equity ETF CGUS Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$22.6M	Sell	588,581 -13,625	-2%	-$549K	0.06%	303
2025 Q4	$24.2M	Buy	602,206 +2,705	+0.5%	+$108K	0.07%	267
2025 Q3	$23.7M	Buy	599,501 +18,718	+3%	+$719K	0.07%	235
2025 Q2	$21.4M	Buy	580,783 +21,120	+4%	+$719K	0.08%	224
2025 Q1	$18.7M	Buy	559,663 +193,050	+53%	+$6.78M	0.07%	230
2024 Q4	$12.8M	Buy	366,613 +44,088	+14%	+$1.55M	0.05%	269
2024 Q3	$11.1M	Sell	322,525 -515,882	-62%	-$17M	0.05%	290
2024 Q2	$27M	Buy	838,407 +74,613	+10%	+$2.33M	0.13%	148
2024 Q1	$23.8M	Buy	763,794 +640,082	+517%	+$19M	0.12%	176
2023 Q4	$3.5M	Buy	123,712 +77,138	+166%	+$2.03M	0.02%	463
2023 Q3	$1.17M	Buy	46,574 +35,414	+317%	+$918K	0.01%	681
2023 Q2	$287K	Buy	+11,160	New	+$273K	﹤0.01%	1125

Other funds holding CGUS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CGUS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Capital Group Core Equity ETF (CGUS) stake by 2.3% in Q1 2026, selling an estimated $549K and leaving 588,581 shares worth $22.6M. The position accounts for 0.06% of the portfolio, ranked #303.

Carson Wealth (CWM LLC) first reported a position in CGUS in Q2 2023 and has held it in 12 quarters since. The position peaked at $27M in Q2 2024. 409 funds tracked by Wall St. Rank hold CGUS as of Q1 2026.

Carson Wealth (CWM LLC) held 588,581 shares of Capital Group Core Equity ETF worth $22.6M as of Q1 2026.
Carson Wealth (CWM LLC) sold 13,625 Capital Group Core Equity ETF shares in Q1 2026, an estimated $549K.
Capital Group Core Equity ETF made up 0.06% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #303 holding.
Carson Wealth (CWM LLC) first reported a position in Capital Group Core Equity ETF in Q2 2023 and has held it in 12 quarters since.
Carson Wealth (CWM LLC)'s Capital Group Core Equity ETF position peaked at $27M in Q2 2024.
409 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.