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Challenger Wealth Management’s Capital Group Core Equity ETF CGUS Stock Holding History

Challenger Wealth Management’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 		$10.2M Sell
264,588
-1,880
-0.7% -$75.7K 8.12% 3
2025
Q4 		$10.7M Buy
266,468
+1,184
+0.4% +$47.3K 8.18% 3
2025
Q3 		$10.5M Sell
265,284
-7,317
-3% -$281K 8.2% 3
2025
Q2 		$10.1M Buy
272,601
+19,741
+8% +$672K 6.98% 3
2025
Q1 		$8.45M Buy
252,860
+73,990
+41% +$2.6M 6.69% 3
2024
Q4 		$6.26M Buy
+178,870
New +$6.27M 5.39% 3

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Capital International Investors
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Challenger Wealth Management's CGUS Position: Q1 2026 in Review

Challenger Wealth Management reduced its Capital Group Core Equity ETF (CGUS) stake by 0.71% in Q1 2026, selling an estimated $75.7K and leaving 264,588 shares worth $10.2M. The position accounts for 8.12% of the portfolio, ranked #3.

Challenger Wealth Management first reported a position in CGUS in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.7M in Q4 2025. 409 funds tracked by Wall St. Rank hold CGUS as of Q1 2026.

  • Challenger Wealth Management held 264,588 shares of Capital Group Core Equity ETF worth $10.2M as of Q1 2026.
  • Challenger Wealth Management sold 1,880 Capital Group Core Equity ETF shares in Q1 2026, an estimated $75.7K.
  • Capital Group Core Equity ETF made up 8.12% of Challenger Wealth Management's portfolio in Q1 2026, its #3 holding.
  • Challenger Wealth Management first reported a position in Capital Group Core Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • Challenger Wealth Management's Capital Group Core Equity ETF position peaked at $10.7M in Q4 2025.
  • 409 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q1 2026.

Based on Challenger Wealth Management's 13F filing for Q1 2026, filed 28 May 2026.