G&S Capital’s Capital Group Core Equity ETF CGUS Stock Holding History

G&S Capital’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	$3.99M	Sell	89,763 -19,209	-18%	-$822K	1.16%	25
2026 Q1	$4.19M	Buy	108,972 +4,361	+4%	+$176K	1.47%	14
2025 Q4	$4.21M	Buy	104,611 +4,744	+5%	+$189K	1.49%	14
2025 Q3	$3.95M	Buy	99,867 +422	+0.4%	+$16.2K	1.46%	16
2025 Q2	$3.67M	Buy	99,445 +894	+0.9%	+$30.5K	1.46%	15
2025 Q1	$3.29M	Buy	98,551 +9,625	+11%	+$338K	1.4%	16
2024 Q4	$3.11M	Buy	88,926 +7,138	+9%	+$250K	1.28%	20
2024 Q3	$2.8M	Sell	81,788 -2,017	-2%	-$66.6K	1.18%	27
2024 Q2	$2.78M	Sell	83,805 -4,137	-5%	-$129K	1.21%	28
2024 Q1	$2.74M	Sell	87,942 -32,019	-27%	-$949K	1.22%	26
2023 Q4	$3.39M	Sell	119,961 -2,120	-2%	-$55.8K	1.61%	13
2023 Q3	$3.07M	Sell	122,081 -4,320	-3%	-$112K	1.56%	14
2023 Q2	$3.25M	Sell	126,401 -26,786	-17%	-$654K	1.56%	13
2023 Q1	$3.63M	Sell	153,187 -8,743	-5%	-$204K	1.61%	13
2022 Q4	$3.64M	Buy	+161,930	New	+$3.6M	1.61%	15

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

G&S Capital's CGUS Position: Q2 2026 in Review

G&S Capital reduced its Capital Group Core Equity ETF (CGUS) stake by 18% in Q2 2026, selling an estimated $822K and leaving 89,763 shares worth $3.99M. The position accounts for 1.16% of the portfolio, ranked #25.

G&S Capital first reported a position in CGUS in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.21M in Q4 2025. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

G&S Capital held 89,763 shares of Capital Group Core Equity ETF worth $3.99M as of Q2 2026.
G&S Capital sold 19,209 Capital Group Core Equity ETF shares in Q2 2026, an estimated $822K.
Capital Group Core Equity ETF made up 1.16% of G&S Capital's portfolio in Q2 2026, its #25 holding.
G&S Capital first reported a position in Capital Group Core Equity ETF in Q4 2022 and has held it in 15 quarters since.
G&S Capital's Capital Group Core Equity ETF position peaked at $4.21M in Q4 2025.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on G&S Capital's 13F filing for Q2 2026, filed 10 Jul 2026.