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Dunhill Financial’s Capital Group Core Equity ETF CGUS Stock Holding History

Dunhill Financial’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
Q1 		$4.42K Hold
115
– – ﹤0.01% 657
2025
Q4 		$4.63K Hold
115
– – ﹤0.01% 608
2025
Q3 		$4.55K Buy
+115
New +$4.42K ﹤0.01% 577

Other funds holding CGUS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Dunhill Financial's CGUS Position: Q1 2026 in Review

Dunhill Financial held its Capital Group Core Equity ETF (CGUS) position steady in Q1 2026 at 115 shares worth $4.42K. The position accounts for ﹤0.01% of the portfolio, ranked #657.

Dunhill Financial first reported a position in CGUS in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.63K in Q4 2025. 409 funds tracked by Wall St. Rank hold CGUS as of Q1 2026.

  • Dunhill Financial held 115 shares of Capital Group Core Equity ETF worth $4.42K as of Q1 2026.
  • Dunhill Financial left its Capital Group Core Equity ETF share count unchanged in Q1 2026.
  • Capital Group Core Equity ETF made up ﹤0.01% of Dunhill Financial's portfolio in Q1 2026, its #657 holding.
  • Dunhill Financial first reported a position in Capital Group Core Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • Dunhill Financial's Capital Group Core Equity ETF position peaked at $4.63K in Q4 2025.
  • 409 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.