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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$11.4M Sell
256,771
-7,817
-3% -$335K 8.41% 3
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

Challenger Wealth Management's CGUS Position: Q2 2026 in Review

Challenger Wealth Management reduced its Capital Group Core Equity ETF (CGUS) stake by 3% in Q2 2026, selling an estimated $335K and leaving 256,771 shares worth $11.4M. The position accounts for 8.41% of the portfolio, ranked #3.

Challenger Wealth Management first reported a position in CGUS in Q4 2024 and has held it in 7 quarters since. 195 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • Challenger Wealth Management held 256,771 shares of Capital Group Core Equity ETF worth $11.4M as of Q2 2026.
  • Challenger Wealth Management sold 7,817 Capital Group Core Equity ETF shares in Q2 2026, an estimated $335K.
  • Capital Group Core Equity ETF made up 8.41% of Challenger Wealth Management's portfolio in Q2 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 7 quarters since.
  • 195 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Challenger Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.