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

Evergreen Wealth Partners’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	$669K	Buy	+15,038	New	+$644K	0.4%	40

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

Evergreen Wealth Partners's CGUS Position: Q2 2026 in Review

Evergreen Wealth Partners opened a new position in Capital Group Core Equity ETF (CGUS) in Q2 2026: 15,038 shares worth $669K. The stake represents 0.4% of the portfolio and ranks #40 among its holdings.

442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Evergreen Wealth Partners held 15,038 shares of Capital Group Core Equity ETF worth $669K as of Q2 2026.
Capital Group Core Equity ETF was a new Evergreen Wealth Partners position in Q2 2026.
Capital Group Core Equity ETF made up 0.4% of Evergreen Wealth Partners's portfolio in Q2 2026, its #40 holding.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Evergreen Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.