GWN Securities’s Capital Group Core Equity ETF CGUS Stock Holding History

GWN Securities’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	$1.84M	Buy	41,311 +3,372	+9%	+$144K	0.31%	88
2026 Q1	$1.46M	Buy	37,939 +5,434	+17%	+$219K	0.28%	90
2025 Q4	$1.31M	Buy	32,505 +8,047	+33%	+$321K	0.26%	98
2025 Q3	$967K	Buy	24,458 +1,918	+9%	+$73.6K	0.22%	109
2025 Q2	$832K	Sell	22,540 -25,232	-53%	-$860K	0.15%	135
2025 Q1	$1.6M	Buy	47,772 +28,299	+145%	+$994K	0.09%	227
2024 Q4	$707K	Buy	+19,473	New	+$682K	0.19%	121

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

GWN Securities's CGUS Position: Q2 2026 in Review

GWN Securities increased its Capital Group Core Equity ETF (CGUS) stake by 8.9% in Q2 2026, buying an estimated $144K and bringing the position to 41,311 shares worth $1.84M. The position accounts for 0.31% of the portfolio, ranked #88.

GWN Securities first reported a position in CGUS in Q4 2024 and has held it in 7 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

GWN Securities held 41,311 shares of Capital Group Core Equity ETF worth $1.84M as of Q2 2026.
GWN Securities bought 3,372 Capital Group Core Equity ETF shares in Q2 2026, an estimated $144K.
Capital Group Core Equity ETF made up 0.31% of GWN Securities's portfolio in Q2 2026, its #88 holding.
GWN Securities first reported a position in Capital Group Core Equity ETF in Q4 2024 and has held it in 7 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.