Ergawealth Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$19.3M Buy
434,726
+3,262
+0.8% +$146K 7.63% 6
2026
Q2
$19.2M Buy
431,464
+8,554
+2% +$366K 7.45% 6
2026
Q1
$16.2M Buy
422,910
+28,186
+7% +$1.13M 7.18% 6
2025
Q4
$15.9M Buy
394,724
+229,170
+138% +$9.15M 7.31% 5
2025
Q3
$6.55M Buy
165,554
+131,412
+385% +$5.05M 3.05% 13
2025
Q2
$1.26M Buy
+34,142
New +$1.16M 0.57% 26

Other funds holding CGUS

Ergawealth Advisors's CGUS Position: Q3 2026 in Review

Ergawealth Advisors increased its Capital Group Core Equity ETF (CGUS) stake by 0.76% in Q3 2026, buying an estimated $146K and bringing the position to 434,726 shares worth $19.3M. The position accounts for 7.63% of the portfolio, ranked #6.

Ergawealth Advisors first reported a position in CGUS in Q2 2025 and has held it in 6 quarters since. 124 funds tracked by Wall St. Rank hold CGUS as of Q3 2026.

  • Ergawealth Advisors held 434,726 shares of Capital Group Core Equity ETF worth $19.3M as of Q3 2026.
  • Ergawealth Advisors bought 3,262 Capital Group Core Equity ETF shares in Q3 2026, an estimated $146K.
  • Capital Group Core Equity ETF made up 7.63% of Ergawealth Advisors's portfolio in Q3 2026, its #6 holding.
  • Ergawealth Advisors first reported a position in Capital Group Core Equity ETF in Q2 2025 and has held it in 6 quarters since.
  • 124 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q3 2026.

Based on Ergawealth Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.