CX Institutional’s Capital Group Core Equity ETF CGUS Stock Holding History

CX Institutional’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	$15K	Sell	333 -46	-12%	-$2.06K	﹤0.01%	1276
2026 Q2	$17K	Hold	379	–	–	﹤0.01%	1198
2026 Q1	$15K	Hold	379	–	–	﹤0.01%	1192
2025 Q4	$15K	Buy	379 +49	+15%	+$1.96K	﹤0.01%	1131
2025 Q3	$13K	Hold	330	–	–	﹤0.01%	1158
2025 Q2	$12K	Hold	330	–	–	﹤0.01%	1017
2025 Q1	$11K	Buy	+330	New	+$11.6K	﹤0.01%	1003

Other funds holding CGUS

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

MEAC

M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return

TWG

The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return

Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return

BFA

Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

WSA

Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return

CX Institutional's CGUS Position: Q3 2026 in Review

CX Institutional reduced its Capital Group Core Equity ETF (CGUS) stake by 12% in Q3 2026, selling an estimated $2.06K and leaving 333 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #1276.

CX Institutional first reported a position in CGUS in Q1 2025 and has held it in 7 quarters since. The position peaked at $17K in Q2 2026. 21 funds tracked by Wall St. Rank hold CGUS as of Q3 2026.

CX Institutional held 333 shares of Capital Group Core Equity ETF worth $15K as of Q3 2026.
CX Institutional sold 46 Capital Group Core Equity ETF shares in Q3 2026, an estimated $2.06K.
Capital Group Core Equity ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1276 holding.
CX Institutional first reported a position in Capital Group Core Equity ETF in Q1 2025 and has held it in 7 quarters since.
CX Institutional's Capital Group Core Equity ETF position peaked at $17K in Q2 2026.
21 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.