Great Valley Advisor Group’s Capital Group Core Equity ETF CGUS Stock Holding History

Great Valley Advisor 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
2026 Q2	$8.89M	Buy	199,779 +9,189	+5%	+$393K	0.14%	156
2026 Q1	$7.32M	Sell	190,590 -28,330	-13%	-$1.14M	0.13%	152
2025 Q4	$8.81M	Buy	218,920 +8,947	+4%	+$357K	0.17%	124
2025 Q3	$8.3M	Buy	209,973 +15,035	+8%	+$577K	0.17%	126
2025 Q2	$7.2M	Buy	194,938 +37,844	+24%	+$1.29M	0.16%	137
2025 Q1	$5.25M	Buy	157,094 +64,016	+69%	+$2.25M	0.11%	171
2024 Q4	$3.25M	Buy	93,078 +34,413	+59%	+$1.21M	0.07%	246
2024 Q3	$2.01M	Buy	58,665 +16,018	+38%	+$529K	0.05%	307
2024 Q2	$1.38M	Buy	42,647 +6,431	+18%	+$201K	0.04%	330
2024 Q1	$1.13M	Buy	36,216 +3,742	+12%	+$111K	0.03%	351
2023 Q4	$919K	Buy	+32,474	New	+$855K	0.03%	354

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

Great Valley Advisor Group's CGUS Position: Q2 2026 in Review

Great Valley Advisor Group increased its Capital Group Core Equity ETF (CGUS) stake by 4.8% in Q2 2026, buying an estimated $393K and bringing the position to 199,779 shares worth $8.89M. The position accounts for 0.14% of the portfolio, ranked #156.

Great Valley Advisor Group first reported a position in CGUS in Q4 2023 and has held it in 11 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Great Valley Advisor Group held 199,779 shares of Capital Group Core Equity ETF worth $8.89M as of Q2 2026.
Great Valley Advisor Group bought 9,189 Capital Group Core Equity ETF shares in Q2 2026, an estimated $393K.
Capital Group Core Equity ETF made up 0.14% of Great Valley Advisor Group's portfolio in Q2 2026, its #156 holding.
Great Valley Advisor Group first reported a position in Capital Group Core Equity ETF in Q4 2023 and has held it in 11 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.