Cornerstone Wealth Management’s Capital Group Core Equity ETF CGUS Stock Holding History

Cornerstone Wealth Management’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	$441K	Buy	9,911 +450	+5%	+$19.3K	0.02%	521
2026 Q1	$363K	Hold	9,461	–	–	0.02%	527
2025 Q4	$381K	Sell	9,461 -83	-0.9%	-$3.31K	0.02%	491
2025 Q3	$377K	Buy	9,544 +83	+0.9%	+$3.19K	0.02%	483
2025 Q2	$349K	Hold	9,461	–	–	0.02%	476
2025 Q1	$316K	Sell	9,461 -1,516	-14%	-$53.3K	0.02%	462
2024 Q4	$384K	Buy	10,977 +9	+0.1%	+$315	0.03%	411
2024 Q3	$376K	Buy	10,968 +501	+5%	+$16.5K	0.03%	409
2024 Q2	$338K	Sell	10,467 -39	-0.4%	-$1.22K	0.03%	412
2024 Q1	$327K	Hold	10,506	–	–	0.03%	418
2023 Q4	$297K	Buy	+10,506	New	+$277K	0.03%	412

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

Cornerstone Wealth Management's CGUS Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Capital Group Core Equity ETF (CGUS) stake by 4.8% in Q2 2026, buying an estimated $19.3K and bringing the position to 9,911 shares worth $441K. The position accounts for 0.02% of the portfolio, ranked #521.

Cornerstone Wealth Management first reported a position in CGUS in Q4 2023 and has held it in 11 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Cornerstone Wealth Management held 9,911 shares of Capital Group Core Equity ETF worth $441K as of Q2 2026.
Cornerstone Wealth Management bought 450 Capital Group Core Equity ETF shares in Q2 2026, an estimated $19.3K.
Capital Group Core Equity ETF made up 0.02% of Cornerstone Wealth Management's portfolio in Q2 2026, its #521 holding.
Cornerstone Wealth Management first reported a position in Capital Group Core Equity ETF in Q4 2023 and has held it in 11 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.