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

GeoWealth 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 Q3	$405K	Buy	9,090 +249	+3%	+$11.2K	0.01%	576
2026 Q2	$393K	Sell	8,841 -13	-0.1%	-$556	0.01%	569
2026 Q1	$340K	Sell	8,854 -259	-3%	-$10.4K	0.01%	567
2025 Q4	$367K	Buy	9,113 +1,593	+21%	+$63.6K	0.01%	511
2025 Q3	$297K	Buy	+7,520	New	+$289K	0.01%	595

Other funds holding CGUS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Capital Group Private Client Services Los Angeles, California $7.08B AUM 18.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

GeoWealth Management's CGUS Position: Q3 2026 in Review

GeoWealth Management increased its Capital Group Core Equity ETF (CGUS) stake by 2.8% in Q3 2026, buying an estimated $11.2K and bringing the position to 9,090 shares worth $405K. The position accounts for 0.01% of the portfolio, ranked #576.

GeoWealth Management first reported a position in CGUS in Q3 2025 and has held it in 5 quarters since. 427 funds tracked by Wall St. Rank hold CGUS as of Q3 2026.

GeoWealth Management held 9,090 shares of Capital Group Core Equity ETF worth $405K as of Q3 2026.
GeoWealth Management bought 249 Capital Group Core Equity ETF shares in Q3 2026, an estimated $11.2K.
Capital Group Core Equity ETF made up 0.01% of GeoWealth Management's portfolio in Q3 2026, its #576 holding.
GeoWealth Management first reported a position in Capital Group Core Equity ETF in Q3 2025 and has held it in 5 quarters since.
427 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q3 2026.

Based on GeoWealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.