GPS Wealth Strategies Group’s Capital Group Core Equity ETF CGUS Stock Holding History

GPS Wealth Strategies Group’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	–	Sell	-8,085	Closed	-$320K	–	724
2025 Q3	$320K	Sell	8,085 -435	-5%	-$16.7K	0.03%	260
2025 Q2	$315K	Sell	8,520 -337	-4%	-$11.5K	0.04%	247
2025 Q1	$296K	Buy	8,857 +987	+13%	+$34.7K	0.04%	250
2024 Q4	$275K	Sell	7,870 -535	-6%	-$18.8K	0.04%	249
2024 Q3	$288K	Buy	+8,405	New	+$278K	0.04%	248

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

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

GPS Wealth Strategies Group's CGUS Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Capital Group Core Equity ETF (CGUS) in Q4 2025, closing a stake of 8,085 shares — an estimated $320K sold.

GPS Wealth Strategies Group first reported a position in CGUS in Q3 2024 and held it in 5 quarters. The position peaked at $320K in Q3 2025. 396 funds tracked by Wall St. Rank hold CGUS as of Q4 2025.

GPS Wealth Strategies Group reported no remaining Capital Group Core Equity ETF position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 8,085 Capital Group Core Equity ETF shares in Q4 2025, an estimated $320K.
GPS Wealth Strategies Group first reported a position in Capital Group Core Equity ETF in Q3 2024 and held it in 5 quarters.
GPS Wealth Strategies Group's Capital Group Core Equity ETF position peaked at $320K in Q3 2025.
396 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.