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

Cerity 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	$1.75M	Buy	39,318 +60	+0.2%	+$2.57K	﹤0.01%	1666
2026 Q1	$1.51M	Buy	39,258 +4,230	+12%	+$170K	﹤0.01%	1630
2025 Q4	$1.41M	Buy	35,028 +3,777	+12%	+$151K	﹤0.01%	1531
2025 Q3	$1.24M	Buy	31,251 +40	+0.1%	+$1.54K	﹤0.01%	1501
2025 Q2	$1.15M	Buy	31,211 +38	+0.1%	+$1.29K	﹤0.01%	1455
2025 Q1	$1.04M	Buy	31,173 +865	+3%	+$30.4K	﹤0.01%	1406
2024 Q4	$1.06M	Buy	30,308 +6,757	+29%	+$237K	﹤0.01%	1380
2024 Q3	$807K	Buy	23,551 +8,631	+58%	+$285K	﹤0.01%	1509
2024 Q2	$481K	Buy	14,920 +22	+0.1%	+$687	﹤0.01%	1560
2024 Q1	$464K	Buy	14,898 +1,048	+8%	+$31.1K	﹤0.01%	1630
2023 Q4	$392K	Buy	+13,850	New	+$365K	﹤0.01%	1381
2023 Q3	–	Sell	-10,871	Closed	-$279K	–	1441
2023 Q2	$279K	Buy	10,871 +1,915	+21%	+$46.8K	﹤0.01%	1415
2023 Q1	$212K	Hold	8,956	–	–	﹤0.01%	1686
2022 Q4	$201K	Buy	+8,956	New	+$199K	﹤0.01%	1342

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

Cerity Partners's CGUS Position: Q2 2026 in Review

Cerity Partners increased its Capital Group Core Equity ETF (CGUS) stake by 0.15% in Q2 2026, buying an estimated $2.57K and bringing the position to 39,318 shares worth $1.75M. The position accounts for ﹤0.01% of the portfolio, ranked #1666.

Cerity Partners first reported a position in CGUS in Q4 2022 and has held it in 14 quarters since. 428 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Cerity Partners held 39,318 shares of Capital Group Core Equity ETF worth $1.75M as of Q2 2026.
Cerity Partners bought 60 Capital Group Core Equity ETF shares in Q2 2026, an estimated $2.57K.
Capital Group Core Equity ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1666 holding.
Cerity Partners first reported a position in Capital Group Core Equity ETF in Q4 2022 and has held it in 14 quarters since.
428 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.