Congress Wealth Management’s Capital Group Core Equity ETF CGUS Stock Holding History
Bought
Maintained
Sold
Other funds holding CGUS
CGPCS
Congress Wealth Management's CGUS Position: Q2 2025 in Review
Congress Wealth Management increased its Capital Group Core Equity ETF (CGUS) stake by 7.4% in Q2 2025, buying an estimated $87K and bringing the position to 37,230 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #627.
Congress Wealth Management first reported a position in CGUS in Q1 2025 and has held it in 2 quarters since. 335 funds tracked by Wall St. Rank hold CGUS as of Q2 2025.
- Congress Wealth Management held 37,230 shares of Capital Group Core Equity ETF worth $1.37M as of Q2 2025.
- Congress Wealth Management bought 2,554 Capital Group Core Equity ETF shares in Q2 2025, an estimated $87K.
- Capital Group Core Equity ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #627 holding.
- Congress Wealth Management first reported a position in Capital Group Core Equity ETF in Q1 2025 and has held it in 2 quarters since.
- 335 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2025.
Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.