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

Entruity Wealth’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	$9.09M	Sell	204,388 -141,954	-41%	-$6.07M	5.88%	3
2026 Q1	$13.3M	Buy	346,342 +15,428	+5%	+$621K	9.03%	2
2025 Q4	$13.3M	Buy	330,914 +2,711	+0.8%	+$108K	9.49%	2
2025 Q3	$13M	Buy	328,203 +13,582	+4%	+$521K	10.07%	2
2025 Q2	$11.6M	Buy	314,621 +21,162	+7%	+$721K	9.88%	2
2025 Q1	$9.8M	Buy	293,459 +3,324	+1%	+$117K	9.24%	2
2024 Q4	$10.1M	Buy	+290,135	New	+$10.2M	10.06%	2

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

Entruity Wealth's CGUS Position: Q2 2026 in Review

Entruity Wealth reduced its Capital Group Core Equity ETF (CGUS) stake by 41% in Q2 2026, selling an estimated $6.07M and leaving 204,388 shares worth $9.09M. The position accounts for 5.88% of the portfolio, ranked #3.

Entruity Wealth first reported a position in CGUS in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.3M in Q4 2025. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Entruity Wealth held 204,388 shares of Capital Group Core Equity ETF worth $9.09M as of Q2 2026.
Entruity Wealth sold 141,954 Capital Group Core Equity ETF shares in Q2 2026, an estimated $6.07M.
Capital Group Core Equity ETF made up 5.88% of Entruity Wealth's portfolio in Q2 2026, its #3 holding.
Entruity Wealth first reported a position in Capital Group Core Equity ETF in Q4 2024 and has held it in 7 quarters since.
Entruity Wealth's Capital Group Core Equity ETF position peaked at $13.3M in Q4 2025.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Entruity Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.