Geneos Wealth Management’s Capital Group Core Equity ETF CGUS Stock Holding History

Geneos Wealth Management’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	$8.5M	Buy	191,173 +28,794	+18%	+$1.23M	0.17%	132
2026 Q1	$6.24M	Buy	162,379 +15,756	+11%	+$634K	0.14%	169
2025 Q4	$5.9M	Buy	146,623 +11,865	+9%	+$474K	0.14%	175
2025 Q3	$5.33M	Sell	134,758 -5,743	-4%	-$221K	0.14%	194
2025 Q2	$5.19M	Buy	140,501 +133,134	+1,807%	+$4.54M	0.13%	203
2025 Q1	$246K	Buy	7,367 +5,194	+239%	+$182K	0.01%	836
2024 Q4	$76K	Buy	2,173 +1,143	+111%	+$40.1K	﹤0.01%	1157
2024 Q3	$35.3K	Buy	1,030 +709	+221%	+$23.4K	﹤0.01%	1324
2024 Q2	$10.4K	Buy	+321	New	+$10K	﹤0.01%	1542
2022 Q3	–	Sell	-548	Closed	-$11K	–	2096
2022 Q2	$11K	Buy	+548	New	+$12.9K	﹤0.01%	1897

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

Geneos Wealth Management's CGUS Position: Q2 2026 in Review

Geneos Wealth Management increased its Capital Group Core Equity ETF (CGUS) stake by 18% in Q2 2026, buying an estimated $1.23M and bringing the position to 191,173 shares worth $8.5M. The position accounts for 0.17% of the portfolio, ranked #132.

Geneos Wealth Management first reported a position in CGUS in Q2 2022 and has held it in 10 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Geneos Wealth Management held 191,173 shares of Capital Group Core Equity ETF worth $8.5M as of Q2 2026.
Geneos Wealth Management bought 28,794 Capital Group Core Equity ETF shares in Q2 2026, an estimated $1.23M.
Capital Group Core Equity ETF made up 0.17% of Geneos Wealth Management's portfolio in Q2 2026, its #132 holding.
Geneos Wealth Management first reported a position in Capital Group Core Equity ETF in Q2 2022 and has held it in 10 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.