CLG LLC
CGUS icon

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

CLG 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
Q3 		$911K Buy
20,476
+1,421
+7% +$63.7K 0.19% 60
2026
Q2 		$848K Buy
19,055
+715
+4% +$30.6K 0.19% 66
2026
Q1 		$705K Buy
18,340
+2,338
+15% +$94.1K 0.18% 68
2025
Q4 		$644K Buy
16,002
+8,554
+115% +$342K 0.16% 72
2025
Q3 		$294K Buy
+7,448
New +$286K 0.08% 112

Other funds holding CGUS

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
James T. Borello RIA
James T. Borello RIA East Dundee, Illinois $482M AUM 14.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return
Ergawealth Advisors
Ergawealth Advisors Oak Brook, Illinois $253M AUM 8.74% 1-Year Est. Return
Burford Brothers
Burford Brothers Dallas, Texas $275M AUM 18.76% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

CLG LLC's CGUS Position: Q3 2026 in Review

CLG LLC increased its Capital Group Core Equity ETF (CGUS) stake by 7.5% in Q3 2026, buying an estimated $63.7K and bringing the position to 20,476 shares worth $911K. The position accounts for 0.19% of the portfolio, ranked #60.

CLG LLC first reported a position in CGUS in Q3 2025 and has held it in 5 quarters since. 138 funds tracked by Wall St. Rank hold CGUS as of Q3 2026.

  • CLG LLC held 20,476 shares of Capital Group Core Equity ETF worth $911K as of Q3 2026.
  • CLG LLC bought 1,421 Capital Group Core Equity ETF shares in Q3 2026, an estimated $63.7K.
  • Capital Group Core Equity ETF made up 0.19% of CLG LLC's portfolio in Q3 2026, its #60 holding.
  • CLG LLC first reported a position in Capital Group Core Equity ETF in Q3 2025 and has held it in 5 quarters since.
  • 138 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q3 2026.

Based on CLG LLC's 13F filing for Q3 2026, filed 13 Oct 2026.