GWP
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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
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

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Envestnet Asset Management
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Raymond James Financial
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return