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

Golden State Wealth 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	$8.27K	Sell	186 -150	-45%	-$6.42K	﹤0.01%	1155
2026 Q1	$12.9K	Hold	336	–	–	﹤0.01%	1033
2025 Q4	$13.5K	Buy	336 +210	+167%	+$8.39K	﹤0.01%	1020
2025 Q3	$4.98K	Buy	+126	New	+$4.84K	﹤0.01%	1254

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Golden State Wealth Management's CGUS Position: Q2 2026 in Review

Golden State Wealth Management reduced its Capital Group Core Equity ETF (CGUS) stake by 45% in Q2 2026, selling an estimated $6.42K and leaving 186 shares worth $8.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1155.

Golden State Wealth Management first reported a position in CGUS in Q3 2025 and has held it in 4 quarters since. The position peaked at $13.5K in Q4 2025. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Golden State Wealth Management held 186 shares of Capital Group Core Equity ETF worth $8.27K as of Q2 2026.
Golden State Wealth Management sold 150 Capital Group Core Equity ETF shares in Q2 2026, an estimated $6.42K.
Capital Group Core Equity ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1155 holding.
Golden State Wealth Management first reported a position in Capital Group Core Equity ETF in Q3 2025 and has held it in 4 quarters since.
Golden State Wealth Management's Capital Group Core Equity ETF position peaked at $13.5K in Q4 2025.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.