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

Forvis Mazars 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 Q2	$204K	Buy	+4,586	New	+$196K	﹤0.01%	429

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

Forvis Mazars Wealth Advisors's CGUS Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors opened a new position in Capital Group Core Equity ETF (CGUS) in Q2 2026: 4,586 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #429 among its holdings.

442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Forvis Mazars Wealth Advisors held 4,586 shares of Capital Group Core Equity ETF worth $204K as of Q2 2026.
Capital Group Core Equity ETF was a new Forvis Mazars Wealth Advisors position in Q2 2026.
Capital Group Core Equity ETF made up ﹤0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #429 holding.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.