Gerber Kawasaki Wealth & Investment Management’s Capital Group Core Equity ETF CGUS Stock Holding History

Gerber Kawasaki Wealth & Investment 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	$8.67M	Buy	194,825 +675	+0.3%	+$28.9K	0.23%	64
2026 Q1	$7.46M	Buy	194,150 +2,255	+1%	+$90.8K	0.24%	68
2025 Q4	$7.72M	Buy	191,895 +4,192	+2%	+$167K	0.27%	63
2025 Q3	$7.42M	Buy	187,703 +6,894	+4%	+$265K	0.25%	65
2025 Q2	$6.68M	Buy	180,809 +9,130	+5%	+$311K	0.26%	67
2025 Q1	$5.73M	Buy	171,679 +1,817	+1%	+$63.8K	0.26%	68
2024 Q4	$5.94M	Buy	169,862 +3,108	+2%	+$109K	0.26%	70
2024 Q3	$5.72M	Buy	166,754 +160	+0.1%	+$5.29K	0.26%	67
2024 Q2	$5.37M	Buy	166,594 +6,318	+4%	+$197K	0.27%	68
2024 Q1	$4.99M	Sell	160,276 -4,826	-3%	-$143K	0.27%	67
2023 Q4	$4.67M	Buy	165,102 +18,585	+13%	+$490K	0.28%	67
2023 Q3	$3.68M	Buy	146,517 +3,439	+2%	+$89.1K	0.25%	74
2023 Q2	$3.67M	Buy	143,078 +123,968	+649%	+$3.03M	0.25%	72
2023 Q1	$453K	Buy	19,110 +600	+3%	+$14K	0.04%	172
2022 Q4	$416K	Buy	+18,510	New	+$411K	0.04%	174

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's CGUS Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its Capital Group Core Equity ETF (CGUS) stake by 0.35% in Q2 2026, buying an estimated $28.9K and bringing the position to 194,825 shares worth $8.67M. The position accounts for 0.23% of the portfolio, ranked #64.

Gerber Kawasaki Wealth & Investment Management first reported a position in CGUS in Q4 2022 and has held it in 15 quarters since. 300 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 194,825 shares of Capital Group Core Equity ETF worth $8.67M as of Q2 2026.
Gerber Kawasaki Wealth & Investment Management bought 675 Capital Group Core Equity ETF shares in Q2 2026, an estimated $28.9K.
Capital Group Core Equity ETF made up 0.23% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #64 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in Capital Group Core Equity ETF in Q4 2022 and has held it in 15 quarters since.
300 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.