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

Exencial Wealth Advisors’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 Q1	$391K	Buy	10,179 +1,193	+13%	+$48K	0.01%	443
2025 Q4	$362K	Buy	+8,986	New	+$359K	0.01%	444

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

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

Exencial Wealth Advisors's CGUS Position: Q1 2026 in Review

Exencial Wealth Advisors increased its Capital Group Core Equity ETF (CGUS) stake by 13% in Q1 2026, buying an estimated $48K and bringing the position to 10,179 shares worth $391K. The position accounts for 0.01% of the portfolio, ranked #443.

Exencial Wealth Advisors first reported a position in CGUS in Q4 2025 and has held it in 2 quarters since. 410 funds tracked by Wall St. Rank hold CGUS as of Q1 2026.

Exencial Wealth Advisors held 10,179 shares of Capital Group Core Equity ETF worth $391K as of Q1 2026.
Exencial Wealth Advisors bought 1,193 Capital Group Core Equity ETF shares in Q1 2026, an estimated $48K.
Capital Group Core Equity ETF made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #443 holding.
Exencial Wealth Advisors first reported a position in Capital Group Core Equity ETF in Q4 2025 and has held it in 2 quarters since.
410 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.