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
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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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