Cary Street Partners’s Capital Group Core Equity ETF CGUS Stock Holding History

Cary Street Partners’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	$10.1M	Buy	226,353 +1,527	+0.7%	+$65.3K	0.22%	105
2026 Q1	$8.64M	Sell	224,826 -27,035	-11%	-$1.09M	0.21%	112
2025 Q4	$10.1M	Buy	251,861 +1,751	+0.7%	+$69.9K	0.25%	92
2025 Q3	$9.89M	Sell	250,110 -3,123	-1%	-$120K	0.26%	95
2025 Q2	$9.35M	Sell	253,233 -296,407	-54%	-$10.1M	0.26%	92
2025 Q1	$18.4M	Buy	549,640 +291,737	+113%	+$10.2M	0.58%	39
2024 Q4	$9.02M	Buy	+257,903	New	+$9.04M	0.29%	90

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

Cary Street Partners's CGUS Position: Q2 2026 in Review

Cary Street Partners increased its Capital Group Core Equity ETF (CGUS) stake by 0.68% in Q2 2026, buying an estimated $65.3K and bringing the position to 226,353 shares worth $10.1M. The position accounts for 0.22% of the portfolio, ranked #105.

Cary Street Partners first reported a position in CGUS in Q4 2024 and has held it in 7 quarters since. The position peaked at $18.4M in Q1 2025. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Cary Street Partners held 226,353 shares of Capital Group Core Equity ETF worth $10.1M as of Q2 2026.
Cary Street Partners bought 1,527 Capital Group Core Equity ETF shares in Q2 2026, an estimated $65.3K.
Capital Group Core Equity ETF made up 0.22% of Cary Street Partners's portfolio in Q2 2026, its #105 holding.
Cary Street Partners first reported a position in Capital Group Core Equity ETF in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's Capital Group Core Equity ETF position peaked at $18.4M in Q1 2025.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.