GI
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Gradient Investments’s Capital Group Core Equity ETF CGUS Stock Holding History

Gradient Investments’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
Q3 		$212K Buy
+4,764
New +$214K ﹤0.01% 448
2024
Q2 		– Sell
-2
Closed -$62 – 1397
2024
Q1 		$62 Hold
2
– – ﹤0.01% 1153
2023
Q4 		$56 Hold
2
– – ﹤0.01% 1769
2023
Q3 		$50 Buy
+2
New +$52 ﹤0.01% 1745

Other funds holding CGUS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
WFP
Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return

Gradient Investments's CGUS Position: Q3 2026 in Review

Gradient Investments opened a new position in Capital Group Core Equity ETF (CGUS) in Q3 2026: 4,764 shares worth $212K. The stake represents ﹤0.01% of the portfolio and ranks #448 among its holdings. This is a return to the name: Gradient Investments previously reported a position in CGUS as recently as Q1 2024.

Gradient Investments first reported a position in CGUS in Q3 2023 and has held it in 4 quarters since. 38 funds tracked by Wall St. Rank hold CGUS as of Q3 2026.

  • Gradient Investments held 4,764 shares of Capital Group Core Equity ETF worth $212K as of Q3 2026.
  • Capital Group Core Equity ETF was a new Gradient Investments position in Q3 2026.
  • Capital Group Core Equity ETF made up ﹤0.01% of Gradient Investments's portfolio in Q3 2026, its #448 holding.
  • Gradient Investments first reported a position in Capital Group Core Equity ETF in Q3 2023 and has held it in 4 quarters since.
  • 38 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.