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

Evergreen Wealth Solutions’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	$7.68M	Buy	165,575 +44,664	+37%	+$1.91M	0.4%	49
2026 Q1	$4.65M	Buy	120,911 +91,799	+315%	+$3.7M	0.33%	59
2025 Q4	$1.17M	Buy	29,112 +312	+1%	+$12.5K	0.16%	71
2025 Q3	$1.14M	Sell	28,800 -175	-0.6%	-$6.72K	0.64%	30
2025 Q2	$1.07M	Buy	+28,975	New	+$987K	0.64%	35

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 Solutions's CGUS Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Capital Group Core Equity ETF (CGUS) stake by 37% in Q2 2026, buying an estimated $1.91M and bringing the position to 165,575 shares worth $7.68M. The position accounts for 0.4% of the portfolio, ranked #49.

Evergreen Wealth Solutions first reported a position in CGUS in Q2 2025 and has held it in 5 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Evergreen Wealth Solutions held 165,575 shares of Capital Group Core Equity ETF worth $7.68M as of Q2 2026.
Evergreen Wealth Solutions bought 44,664 Capital Group Core Equity ETF shares in Q2 2026, an estimated $1.91M.
Capital Group Core Equity ETF made up 0.4% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #49 holding.
Evergreen Wealth Solutions first reported a position in Capital Group Core Equity ETF in Q2 2025 and has held it in 5 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.