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

CIM 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	$637K	Buy	14,332 +174	+1%	+$7.45K	0.08%	121
2026 Q1	$544K	Sell	14,158 -132	-0.9%	-$5.32K	0.08%	112
2025 Q4	$575K	Buy	14,290 +2,846	+25%	+$114K	0.08%	116
2025 Q3	$452K	Buy	11,444 +262	+2%	+$10.1K	0.06%	129
2025 Q2	$413K	Buy	11,182 +4,084	+58%	+$139K	0.06%	133
2025 Q1	$237K	Sell	7,098 -963	-12%	-$33.8K	0.04%	142
2024 Q4	$282K	Buy	8,061 +952	+13%	+$33.4K	0.04%	146
2024 Q3	$244K	Buy	7,109 +168	+2%	+$5.55K	0.04%	150
2024 Q2	$228K	Buy	+6,941	New	+$217K	0.03%	146

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

CIM LLC's CGUS Position: Q2 2026 in Review

CIM LLC increased its Capital Group Core Equity ETF (CGUS) stake by 1.2% in Q2 2026, buying an estimated $7.45K and bringing the position to 14,332 shares worth $637K. The position accounts for 0.08% of the portfolio, ranked #121.

CIM LLC first reported a position in CGUS in Q2 2024 and has held it in 9 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

CIM LLC held 14,332 shares of Capital Group Core Equity ETF worth $637K as of Q2 2026.
CIM LLC bought 174 Capital Group Core Equity ETF shares in Q2 2026, an estimated $7.45K.
Capital Group Core Equity ETF made up 0.08% of CIM LLC's portfolio in Q2 2026, its #121 holding.
CIM LLC first reported a position in Capital Group Core Equity ETF in Q2 2024 and has held it in 9 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

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