GRP
CGUS icon

Global Retirement Partners’s Capital Group Core Equity ETF CGUS Stock Holding History

Global Retirement 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 		$3.73M Buy
+83,959
New +$3.59M 0.06% 311
2025
Q4 		$3.67M Buy
91,174
+31,183
+52% +$1.25M 0.07% 275
2025
Q3 		$2.37M Buy
59,991
+5,629
+10% +$216K 0.05% 318
2025
Q2 		$2.01M Buy
+54,362
New +$1.85M 0.05% 337
2024
Q4 		$1.39M Buy
39,876
+3,203
+9% +$112K 0.04% 376
2024
Q3 		$1.26M Buy
36,673
+4,605
+14% +$152K 0.04% 385
2024
Q2 		$1.03M Buy
32,068
+8,984
+39% +$281K 0.03% 410
2024
Q1 		$719K Buy
23,084
+4,131
+22% +$122K 0.03% 437
2023
Q4 		$534K Buy
18,953
+4,133
+28% +$109K 0.02% 486
2023
Q3 		$369K Buy
14,820
+1,225
+9% +$31.8K 0.02% 508
2023
Q2 		$349K Buy
13,595
+2,313
+21% +$56.5K 0.02% 530
2023
Q1 		$269K Buy
11,282
+10,004
+783% +$233K 0.01% 569
2022
Q4 		$28.7K Buy
+1,278
New +$28.4K ﹤0.01% 1329

Other funds holding CGUS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Capital International Investors
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Global Retirement Partners's CGUS Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Capital Group Core Equity ETF (CGUS) in Q2 2026: 83,959 shares worth $3.73M. The stake represents 0.06% of the portfolio and ranks #311 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CGUS as recently as Q4 2025.

Global Retirement Partners first reported a position in CGUS in Q4 2022 and has held it in 13 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • Global Retirement Partners held 83,959 shares of Capital Group Core Equity ETF worth $3.73M as of Q2 2026.
  • Capital Group Core Equity ETF was a new Global Retirement Partners position in Q2 2026.
  • Capital Group Core Equity ETF made up 0.06% of Global Retirement Partners's portfolio in Q2 2026, its #311 holding.
  • Global Retirement Partners first reported a position in Capital Group Core Equity ETF in Q4 2022 and has held it in 13 quarters since.
  • 442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.