Concurrent Investment Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History

Concurrent Investment Advisors’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	$4.24M	Sell	95,268 -35,416	-27%	-$1.52M	0.04%	479
2026 Q1	$5.02M	Sell	130,684 -66,201	-34%	-$2.67M	0.05%	355
2025 Q4	$7.92M	Buy	196,885 +78,161	+66%	+$3.12M	0.09%	233
2025 Q3	$4.69M	Buy	118,724 +26,407	+29%	+$1.01M	0.08%	257
2025 Q2	$3.41M	Buy	92,317 +52,296	+131%	+$1.78M	0.07%	297
2025 Q1	$1.34M	Buy	40,021 +1,875	+5%	+$65.9K	0.03%	461
2024 Q4	$1.33M	Buy	38,146 +6,175	+19%	+$216K	0.04%	419
2024 Q3	$1.1M	Buy	31,971 +4,960	+18%	+$164K	0.03%	434
2024 Q2	$871K	Buy	+27,011	New	+$843K	0.03%	463

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

Concurrent Investment Advisors's CGUS Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Capital Group Core Equity ETF (CGUS) stake by 27% in Q2 2026, selling an estimated $1.52M and leaving 95,268 shares worth $4.24M. The position accounts for 0.04% of the portfolio, ranked #479.

Concurrent Investment Advisors first reported a position in CGUS in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.92M in Q4 2025. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Concurrent Investment Advisors held 95,268 shares of Capital Group Core Equity ETF worth $4.24M as of Q2 2026.
Concurrent Investment Advisors sold 35,416 Capital Group Core Equity ETF shares in Q2 2026, an estimated $1.52M.
Capital Group Core Equity ETF made up 0.04% of Concurrent Investment Advisors's portfolio in Q2 2026, its #479 holding.
Concurrent Investment Advisors first reported a position in Capital Group Core Equity ETF in Q2 2024 and has held it in 9 quarters since.
Concurrent Investment Advisors's Capital Group Core Equity ETF position peaked at $7.92M in Q4 2025.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.