Daymark Wealth Partners’s Capital Group Core Equity ETF CGUS Stock Holding History

Daymark Wealth Partners’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	$269K	Sell	6,039 -500	-8%	-$21.4K	0.01%	667
2026 Q1	$251K	Sell	6,539 -283	-4%	-$11.4K	0.01%	636
2025 Q4	$274K	Buy	6,822 +3	+0%	+$120	0.01%	509
2025 Q3	$270K	Buy	6,819 +1	+0%	+$38	0.01%	506
2025 Q2	$252K	Buy	6,818 +27	+0.4%	+$920	0.01%	482
2025 Q1	$227K	Sell	6,791 -780	-10%	-$27.4K	0.01%	464
2024 Q4	$265K	Sell	7,571 -269	-3%	-$9.43K	0.01%	428
2024 Q3	$269K	Buy	+7,840	New	+$259K	0.01%	447

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

Daymark Wealth Partners's CGUS Position: Q2 2026 in Review

Daymark Wealth Partners reduced its Capital Group Core Equity ETF (CGUS) stake by 7.6% in Q2 2026, selling an estimated $21.4K and leaving 6,039 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #667.

Daymark Wealth Partners first reported a position in CGUS in Q3 2024 and has held it in 8 quarters since. The position peaked at $274K in Q4 2025. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Daymark Wealth Partners held 6,039 shares of Capital Group Core Equity ETF worth $269K as of Q2 2026.
Daymark Wealth Partners sold 500 Capital Group Core Equity ETF shares in Q2 2026, an estimated $21.4K.
Capital Group Core Equity ETF made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #667 holding.
Daymark Wealth Partners first reported a position in Capital Group Core Equity ETF in Q3 2024 and has held it in 8 quarters since.
Daymark Wealth Partners's Capital Group Core Equity ETF position peaked at $274K in Q4 2025.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.