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

Farther Finance 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 Q3	$13.3M	Buy	299,015 +187,032	+167%	+$8.38M	0.09%	182
2026 Q2	$4.98M	Buy	111,983 +35,754	+47%	+$1.53M	0.04%	411
2026 Q1	$2.95M	Buy	76,229 +9,558	+14%	+$385K	0.03%	498
2025 Q4	$2.68M	Buy	66,671 +61,865	+1,287%	+$2.47M	0.03%	485
2025 Q3	$190K	Buy	4,806 +4,249	+763%	+$163K	﹤0.01%	1635
2025 Q2	$20.6K	Buy	+557	New	+$19K	﹤0.01%	2658
2024 Q3	–	Sell	-66	Closed	-$2.13K	–	4015
2024 Q2	$2.13K	Buy	+66	New	+$2.06K	﹤0.01%	2766

Other funds holding CGUS

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

MEAC

M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return

TWG

The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return

Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return

BFA

Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Farther Finance Advisors's CGUS Position: Q3 2026 in Review

Farther Finance Advisors increased its Capital Group Core Equity ETF (CGUS) stake by 167% in Q3 2026, buying an estimated $8.38M and bringing the position to 299,015 shares worth $13.3M. The position accounts for 0.09% of the portfolio, ranked #182.

Farther Finance Advisors first reported a position in CGUS in Q2 2024 and has held it in 7 quarters since. 28 funds tracked by Wall St. Rank hold CGUS as of Q3 2026.

Farther Finance Advisors held 299,015 shares of Capital Group Core Equity ETF worth $13.3M as of Q3 2026.
Farther Finance Advisors bought 187,032 Capital Group Core Equity ETF shares in Q3 2026, an estimated $8.38M.
Capital Group Core Equity ETF made up 0.09% of Farther Finance Advisors's portfolio in Q3 2026, its #182 holding.
Farther Finance Advisors first reported a position in Capital Group Core Equity ETF in Q2 2024 and has held it in 7 quarters since.
28 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.