D.J. St. Germain’s Capital Group Core Equity ETF CGUS Stock Holding History

D.J. St. Germain’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	$11.3M	Buy	254,286 +6,593	+3%	+$282K	0.41%	68
2026 Q1	$9.52M	Sell	247,693 -7,552	-3%	-$304K	0.38%	72
2025 Q4	$10.3M	Sell	255,245 -37,590	-13%	-$1.5M	0.4%	69
2025 Q3	$11.6M	Sell	292,835 -1,248	-0.4%	-$47.9K	0.46%	64
2025 Q2	$10.9M	Buy	294,083 +1,058	+0.4%	+$36K	0.47%	62
2025 Q1	$9.79M	Buy	293,025 +14,980	+5%	+$526K	0.46%	66
2024 Q4	$9.72M	Buy	278,045 +29,838	+12%	+$1.05M	0.44%	64
2024 Q3	$8.51M	Buy	248,207 +50,618	+26%	+$1.67M	0.39%	70
2024 Q2	$6.37M	Buy	197,589 +41,990	+27%	+$1.31M	0.31%	84
2024 Q1	$4.85M	Buy	155,599 +4,249	+3%	+$126K	0.24%	91
2023 Q4	$4.28M	Buy	151,350 +5,167	+4%	+$136K	0.22%	94
2023 Q3	$3.67M	Buy	146,183 +11,732	+9%	+$304K	0.21%	94
2023 Q2	$3.45M	Buy	+134,451	New	+$3.28M	0.18%	97
2022 Q4	$121K	Buy	+5,367	New	+$119K	0.04%	112

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

D.J. St. Germain's CGUS Position: Q2 2026 in Review

D.J. St. Germain increased its Capital Group Core Equity ETF (CGUS) stake by 2.7% in Q2 2026, buying an estimated $282K and bringing the position to 254,286 shares worth $11.3M. The position accounts for 0.41% of the portfolio, ranked #68.

D.J. St. Germain first reported a position in CGUS in Q4 2022 and has held it in 14 quarters since. The position peaked at $11.6M in Q3 2025. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

D.J. St. Germain held 254,286 shares of Capital Group Core Equity ETF worth $11.3M as of Q2 2026.
D.J. St. Germain bought 6,593 Capital Group Core Equity ETF shares in Q2 2026, an estimated $282K.
Capital Group Core Equity ETF made up 0.41% of D.J. St. Germain's portfolio in Q2 2026, its #68 holding.
D.J. St. Germain first reported a position in Capital Group Core Equity ETF in Q4 2022 and has held it in 14 quarters since.
D.J. St. Germain's Capital Group Core Equity ETF position peaked at $11.6M in Q3 2025.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.