Centaurus Financial’s Capital Group Core Equity ETF CGUS Stock Holding History

Centaurus Financial’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	$7.37M	Buy	165,759 +15,214	+10%	+$651K	0.28%	77
2026 Q1	$5.78M	Buy	150,545 +5,052	+3%	+$203K	0.27%	81
2025 Q4	$5.85M	Buy	145,493 +2,111	+1%	+$84.3K	0.27%	79
2025 Q3	$5.67M	Buy	143,382 +6,717	+5%	+$258K	0.27%	80
2025 Q2	$5.05M	Buy	136,665 +22,907	+20%	+$780K	0.29%	79
2025 Q1	$3.8M	Buy	113,758 +50,952	+81%	+$1.79M	0.23%	93
2024 Q4	$2.2M	Buy	+62,806	New	+$2.2M	0.13%	155
2023 Q2	–	Sell	-9,166	Closed	-$217K	–	775
2023 Q1	$217K	Hold	9,166	–	–	0.02%	643
2022 Q4	$206K	Buy	9,166 +2,695	+42%	+$59.9K	0.02%	596
2022 Q3	$132K	Hold	6,471	–	–	0.01%	727
2022 Q2	$140K	Buy	+6,471	New	+$152K	0.01%	717

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

Centaurus Financial's CGUS Position: Q2 2026 in Review

Centaurus Financial increased its Capital Group Core Equity ETF (CGUS) stake by 10% in Q2 2026, buying an estimated $651K and bringing the position to 165,759 shares worth $7.37M. The position accounts for 0.28% of the portfolio, ranked #77.

Centaurus Financial first reported a position in CGUS in Q2 2022 and has held it in 11 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Centaurus Financial held 165,759 shares of Capital Group Core Equity ETF worth $7.37M as of Q2 2026.
Centaurus Financial bought 15,214 Capital Group Core Equity ETF shares in Q2 2026, an estimated $651K.
Capital Group Core Equity ETF made up 0.28% of Centaurus Financial's portfolio in Q2 2026, its #77 holding.
Centaurus Financial first reported a position in Capital Group Core Equity ETF in Q2 2022 and has held it in 11 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.