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Choreo LLC’s Capital Group Core Equity ETF CGUS Stock Holding History

Choreo LLC’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 		$2.9M Sell
65,108
-608
-0.9% -$26K 0.03% 329
2026
Q1 		$2.53M Sell
65,716
-261
-0.4% -$10.5K 0.03% 336
2025
Q4 		$2.67M Buy
65,977
+1,412
+2% +$56.4K 0.03% 302
2025
Q3 		$2.56M Sell
64,565
-270
-0.4% -$10.4K 0.03% 316
2025
Q2 		$2.4M Sell
64,835
-3,549
-5% -$121K 0.03% 321
2025
Q1 		$2.29M Sell
68,384
-4,605
-6% -$162K 0.04% 310
2024
Q4 		$2.55M Sell
72,989
-2,584
-3% -$90.6K 0.04% 294
2024
Q3 		$2.57M Buy
75,573
+1,838
+2% +$60.7K 0.04% 293
2024
Q2 		$2.38M Sell
73,735
-431
-0.6% -$13.5K 0.04% 280
2024
Q1 		$2.31M Sell
74,166
-53
-0.1% -$1.57K 0.06% 161
2023
Q4 		$2.1M Buy
74,219
+3,617
+5% +$95.3K 0.06% 167
2023
Q3 		$1.78M Buy
70,602
+8,387
+13% +$217K 0.06% 152
2023
Q2 		$1.6M Buy
62,215
+10,242
+20% +$250K 0.05% 162
2023
Q1 		$1.24M Buy
+51,973
New +$1.21M 0.04% 188

Other funds holding CGUS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Capital International Investors
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Choreo LLC's CGUS Position: Q2 2026 in Review

Choreo LLC reduced its Capital Group Core Equity ETF (CGUS) stake by 0.93% in Q2 2026, selling an estimated $26K and leaving 65,108 shares worth $2.9M. The position accounts for 0.03% of the portfolio, ranked #329.

Choreo LLC first reported a position in CGUS in Q1 2023 and has held it in 14 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • Choreo LLC held 65,108 shares of Capital Group Core Equity ETF worth $2.9M as of Q2 2026.
  • Choreo LLC sold 608 Capital Group Core Equity ETF shares in Q2 2026, an estimated $26K.
  • Capital Group Core Equity ETF made up 0.03% of Choreo LLC's portfolio in Q2 2026, its #329 holding.
  • Choreo LLC first reported a position in Capital Group Core Equity ETF in Q1 2023 and has held it in 14 quarters since.
  • 442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.