Eclectic Associates’s Capital Group Core Equity ETF CGUS Stock Holding History

Eclectic Associates’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	$302K	Sell	6,788 -217	-3%	-$9.73K	0.03%	127
2026 Q2	$312K	Sell	7,005 -1,620	-19%	-$69.3K	0.04%	129
2026 Q1	$331K	Sell	8,625 -638	-7%	-$25.7K	0.04%	117
2025 Q4	$373K	Sell	9,263 -1,752	-16%	-$70K	0.06%	107
2025 Q3	$436K	Sell	11,015 -80	-0.7%	-$3.07K	0.08%	85
2025 Q2	$410K	Sell	11,095 -1,436	-11%	-$48.9K	0.09%	87
2025 Q1	$419K	Sell	12,531 -180	-1%	-$6.32K	0.11%	84
2024 Q4	$445K	Buy	+12,711	New	+$445K	0.13%	88

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

Eclectic Associates's CGUS Position: Q3 2026 in Review

Eclectic Associates reduced its Capital Group Core Equity ETF (CGUS) stake by 3.1% in Q3 2026, selling an estimated $9.73K and leaving 6,788 shares worth $302K. The position accounts for 0.03% of the portfolio, ranked #127.

Eclectic Associates first reported a position in CGUS in Q4 2024 and has held it in 8 quarters since. The position peaked at $445K in Q4 2024. 21 funds tracked by Wall St. Rank hold CGUS as of Q3 2026.

Eclectic Associates held 6,788 shares of Capital Group Core Equity ETF worth $302K as of Q3 2026.
Eclectic Associates sold 217 Capital Group Core Equity ETF shares in Q3 2026, an estimated $9.73K.
Capital Group Core Equity ETF made up 0.03% of Eclectic Associates's portfolio in Q3 2026, its #127 holding.
Eclectic Associates first reported a position in Capital Group Core Equity ETF in Q4 2024 and has held it in 8 quarters since.
Eclectic Associates's Capital Group Core Equity ETF position peaked at $445K in Q4 2024.
21 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q3 2026.

Based on Eclectic Associates's 13F filing for Q3 2026, filed 9 Oct 2026.