Gateway Wealth Partners’s Capital Group Core Equity ETF CGUS Stock Holding History

Gateway Wealth Partners’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	$5.52M	Sell	124,032 -87,667	-41%	-$3.75M	0.33%	80
2026 Q1	$8.13M	Buy	211,699 +165,990	+363%	+$6.68M	0.32%	90
2025 Q4	$1.84M	Buy	45,709 +16,041	+54%	+$641K	0.2%	127
2025 Q3	$1.17M	Buy	29,668 +1,966	+7%	+$75.5K	0.16%	143
2025 Q2	$1.02M	Sell	27,702 -627	-2%	-$21.4K	0.19%	116
2025 Q1	$946K	Buy	28,329 +7,692	+37%	+$270K	0.21%	114
2024 Q4	$722K	Buy	20,637 +6,341	+44%	+$222K	0.19%	121
2024 Q3	$490K	Buy	14,296 +5,509	+63%	+$182K	0.14%	153
2024 Q2	$283K	Buy	+8,787	New	+$274K	0.09%	208

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

Gateway Wealth Partners's CGUS Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Capital Group Core Equity ETF (CGUS) stake by 41% in Q2 2026, selling an estimated $3.75M and leaving 124,032 shares worth $5.52M. The position accounts for 0.33% of the portfolio, ranked #80.

Gateway Wealth Partners first reported a position in CGUS in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.13M in Q1 2026. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Gateway Wealth Partners held 124,032 shares of Capital Group Core Equity ETF worth $5.52M as of Q2 2026.
Gateway Wealth Partners sold 87,667 Capital Group Core Equity ETF shares in Q2 2026, an estimated $3.75M.
Capital Group Core Equity ETF made up 0.33% of Gateway Wealth Partners's portfolio in Q2 2026, its #80 holding.
Gateway Wealth Partners first reported a position in Capital Group Core Equity ETF in Q2 2024 and has held it in 9 quarters since.
Gateway Wealth Partners's Capital Group Core Equity ETF position peaked at $8.13M in Q1 2026.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.