Envestnet Asset Management’s Capital Group Core Equity ETF CGUS Stock Holding History

Envestnet Asset Management’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	$626M	Buy	14,081,012 +134,002	+1%	+$5.73M	0.15%	114
2026 Q1	$536M	Buy	13,947,010 +2,416,294	+21%	+$97.3M	0.14%	118
2025 Q4	$464M	Buy	11,530,716 +393,218	+4%	+$15.7M	0.14%	120
2025 Q3	$440M	Buy	11,137,498 +810,149	+8%	+$31.1M	0.13%	138
2025 Q2	$381M	Buy	10,327,349 +1,238,324	+14%	+$42.2M	0.11%	159
2025 Q1	$304M	Buy	9,089,025 +1,254,091	+16%	+$44.1M	0.1%	190
2024 Q4	$274M	Buy	7,834,934 +1,161,511	+17%	+$40.7M	0.09%	203
2024 Q3	$229M	Buy	6,673,423 +781,199	+13%	+$25.8M	0.07%	240
2024 Q2	$190M	Buy	5,892,224 +1,311,729	+29%	+$41M	0.07%	267
2024 Q1	$143M	Buy	4,580,495 +383,922	+9%	+$11.4M	0.05%	338
2023 Q4	$119M	Buy	4,196,573 +569,520	+16%	+$15M	0.05%	361
2023 Q3	$91.1M	Buy	3,627,053 +2,329,057	+179%	+$60.4M	0.04%	411
2023 Q2	$33.3M	Buy	1,297,996 +820,173	+172%	+$20M	0.01%	670
2023 Q1	$11.3M	Buy	477,823 +154,978	+48%	+$3.61M	0.01%	1174
2022 Q4	$7.25M	Buy	322,845 +139,030	+76%	+$3.09M	﹤0.01%	1376
2022 Q3	$3.75M	Buy	183,815 +124,777	+211%	+$2.8M	﹤0.01%	1683
2022 Q2	$1.28M	Buy	+59,038	New	+$1.38M	﹤0.01%	2402

Other funds holding CGUS

LPL Financial San Diego, California $445B AUM 25.58% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management's CGUS Position: Q2 2026 in Review

Envestnet Asset Management increased its Capital Group Core Equity ETF (CGUS) stake by 0.96% in Q2 2026, buying an estimated $5.73M and bringing the position to 14,081,012 shares worth $626M. The position accounts for 0.15% of the portfolio, ranked #114.

Envestnet Asset Management first reported a position in CGUS in Q2 2022 and has held it in 17 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Envestnet Asset Management held 14,081,012 shares of Capital Group Core Equity ETF worth $626M as of Q2 2026.
Envestnet Asset Management bought 134,002 Capital Group Core Equity ETF shares in Q2 2026, an estimated $5.73M.
Capital Group Core Equity ETF made up 0.15% of Envestnet Asset Management's portfolio in Q2 2026, its #114 holding.
Envestnet Asset Management first reported a position in Capital Group Core Equity ETF in Q2 2022 and has held it in 17 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.