FinDec Wealth Services’s Capital Group Core Equity ETF CGUS Stock Holding History

FinDec Wealth Services’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	$241K	Sell	5,410 -22	-0.4%	-$941	0.28%	26
2026 Q1	$209K	Sell	5,432 -19	-0.3%	-$765	0.26%	29
2025 Q4	$219K	Sell	5,451 -163	-3%	-$6.51K	0.24%	29
2025 Q3	$222K	Sell	5,614 -2,125	-27%	-$81.6K	0.23%	30
2025 Q2	$286K	Sell	7,739 -16,313	-68%	-$556K	0.3%	28
2025 Q1	$803K	Sell	24,052 -159,394	-87%	-$5.6M	0.79%	17
2024 Q4	$6.42M	Sell	183,446 -45,269	-20%	-$1.59M	4.45%	8
2024 Q3	$7.84M	Buy	228,715 +1,448	+0.6%	+$47.8K	4.55%	8
2024 Q2	$7.33M	Sell	227,267 -9,369	-4%	-$293K	4.63%	8
2024 Q1	$7.37M	Sell	236,636 -2,074	-0.9%	-$61.5K	4.63%	6
2023 Q4	$6.76M	Buy	238,710 +51,350	+27%	+$1.35M	4.51%	7
2023 Q3	$4.7M	Buy	187,360 +2,425	+1%	+$62.9K	3.4%	13
2023 Q2	$4.75M	Sell	184,935 -1,295	-0.7%	-$31.6K	3.32%	14
2023 Q1	$4.41M	Buy	186,230 +1,548	+0.8%	+$36.1K	3.34%	13
2022 Q4	$4.15M	Buy	+184,682	New	+$4.1M	3.43%	12

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

FinDec Wealth Services's CGUS Position: Q2 2026 in Review

FinDec Wealth Services reduced its Capital Group Core Equity ETF (CGUS) stake by 0.41% in Q2 2026, selling an estimated $941 and leaving 5,410 shares worth $241K. The position accounts for 0.28% of the portfolio, ranked #26.

FinDec Wealth Services first reported a position in CGUS in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.84M in Q3 2024. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

FinDec Wealth Services held 5,410 shares of Capital Group Core Equity ETF worth $241K as of Q2 2026.
FinDec Wealth Services sold 22 Capital Group Core Equity ETF shares in Q2 2026, an estimated $941.
Capital Group Core Equity ETF made up 0.28% of FinDec Wealth Services's portfolio in Q2 2026, its #26 holding.
FinDec Wealth Services first reported a position in Capital Group Core Equity ETF in Q4 2022 and has held it in 15 quarters since.
FinDec Wealth Services's Capital Group Core Equity ETF position peaked at $7.84M in Q3 2024.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on FinDec Wealth Services's 13F filing for Q2 2026, filed 6 Aug 2026.