Golden State Equity Partners’s Capital Group Core Equity ETF CGUS Stock Holding History

Golden State Equity 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 Q2	–	Sell	-72,227	Closed	-$2.41M	–	441
2025 Q1	$2.41M	Buy	72,227 +61,182	+554%	+$2.15M	0.48%	49
2024 Q4	$386K	Buy	+11,045	New	+$387K	0.07%	281
2024 Q3	–	Sell	-11,033	Closed	-$356K	–	826
2024 Q2	$356K	Buy	+11,033	New	+$345K	0.07%	288
2023 Q4	$309K	Buy	10,902 +1,264	+13%	+$33.3K	0.07%	275
2023 Q3	$242K	Buy	+9,638	New	+$250K	0.07%	289

Other funds holding CGUS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Golden State Equity Partners's CGUS Position: Q2 2025 in Review

Golden State Equity Partners sold out of Capital Group Core Equity ETF (CGUS) in Q2 2025, closing a stake of 72,227 shares — an estimated $2.41M sold.

Golden State Equity Partners first reported a position in CGUS in Q3 2023 and held it in 5 quarters. The position peaked at $2.41M in Q1 2025. 335 funds tracked by Wall St. Rank hold CGUS as of Q2 2025.

Golden State Equity Partners reported no remaining Capital Group Core Equity ETF position as of Q2 2025 after selling out during the quarter.
Golden State Equity Partners sold 72,227 Capital Group Core Equity ETF shares in Q2 2025, an estimated $2.41M.
Golden State Equity Partners first reported a position in Capital Group Core Equity ETF in Q3 2023 and held it in 5 quarters.
Golden State Equity Partners's Capital Group Core Equity ETF position peaked at $2.41M in Q1 2025.
335 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2025.

Based on Golden State Equity Partners's 13F filing for Q2 2025, filed 14 Jul 2025.