CIBC Private Wealth Group’s Capital Group Core Equity ETF CGUS Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$215K	Buy	5,336 +360	+7%	+$14.4K	﹤0.01%	1158
2025 Q3	$197K	Buy	4,976 +2,206	+80%	+$84.7K	﹤0.01%	1189
2025 Q2	$102K	Hold	2,770	–	–	﹤0.01%	1375
2025 Q1	$82.9K	Hold	2,770	–	–	﹤0.01%	1421
2024 Q4	$97.4K	Hold	2,770	–	–	﹤0.01%	1426
2024 Q3	$95K	Hold	2,770	–	–	﹤0.01%	1505
2024 Q2	$91K	Hold	2,770	–	–	﹤0.01%	1435
2024 Q1	$86.3K	Buy	+2,770	New	+$82.1K	﹤0.01%	1455

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

CIBC Private Wealth Group's CGUS Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Capital Group Core Equity ETF (CGUS) stake by 7.2% in Q4 2025, buying an estimated $14.4K and bringing the position to 5,336 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #1158.

CIBC Private Wealth Group first reported a position in CGUS in Q1 2024 and has held it in 8 quarters since. 396 funds tracked by Wall St. Rank hold CGUS as of Q4 2025.

CIBC Private Wealth Group held 5,336 shares of Capital Group Core Equity ETF worth $215K as of Q4 2025.
CIBC Private Wealth Group bought 360 Capital Group Core Equity ETF shares in Q4 2025, an estimated $14.4K.
Capital Group Core Equity ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1158 holding.
CIBC Private Wealth Group first reported a position in Capital Group Core Equity ETF in Q1 2024 and has held it in 8 quarters since.
396 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.