Forge Financial Services’s Capital Group Core Equity ETF CGUS Stock Holding History

Forge Financial 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	$19.2M	Sell	432,535 -2,992	-0.7%	-$128K	1.66%	7
2026 Q1	$16.7M	Sell	435,527 -3,807	-0.9%	-$153K	1.69%	6
2025 Q4	$17.7M	Buy	439,334 +13,067	+3%	+$522K	7.56%	4
2025 Q3	$17M	Buy	426,267 +36,511	+9%	+$1.4M	7.96%	4
2025 Q2	$14.6M	Buy	389,756 +27,445	+8%	+$935K	10.95%	4
2025 Q1	$12.1M	Buy	362,311 +19,837	+6%	+$697K	10.69%	4
2024 Q4	$12.5M	Buy	+342,474	New	+$12M	10.47%	4

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

Forge Financial Services's CGUS Position: Q2 2026 in Review

Forge Financial Services reduced its Capital Group Core Equity ETF (CGUS) stake by 0.69% in Q2 2026, selling an estimated $128K and leaving 432,535 shares worth $19.2M. The position accounts for 1.66% of the portfolio, ranked #7.

Forge Financial Services first reported a position in CGUS in Q4 2024 and has held it in 7 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Forge Financial Services held 432,535 shares of Capital Group Core Equity ETF worth $19.2M as of Q2 2026.
Forge Financial Services sold 2,992 Capital Group Core Equity ETF shares in Q2 2026, an estimated $128K.
Capital Group Core Equity ETF made up 1.66% of Forge Financial Services's portfolio in Q2 2026, its #7 holding.
Forge Financial Services first reported a position in Capital Group Core Equity ETF in Q4 2024 and has held it in 7 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Forge Financial Services's 13F filing for Q2 2026, filed 7 Aug 2026.