Hanlon Investment Management’s Capital Group Core Equity ETF CGUS Stock Holding History

Hanlon Investment 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	$534K	Sell	12,001 -145	-1%	-$6.21K	0.28%	122
2026 Q1	$467K	Sell	12,146 -905	-7%	-$36.4K	0.26%	132
2025 Q4	$525K	Sell	13,051 -351	-3%	-$14K	0.29%	115
2025 Q3	$530K	Sell	13,402 -2,276	-15%	-$87.4K	0.32%	107
2025 Q2	$579K	Buy	15,678 +276	+2%	+$9.4K	0.42%	88
2025 Q1	$514K	Buy	15,402 +103	+0.7%	+$3.62K	0.39%	84
2024 Q4	$535K	Buy	15,299 +1,601	+12%	+$56.1K	0.15%	100
2024 Q3	$470K	Buy	13,698 +1,566	+13%	+$51.7K	0.13%	112
2024 Q2	$391K	Buy	12,132 +4,837	+66%	+$151K	0.12%	108
2024 Q1	$227K	Sell	7,295 -470	-6%	-$13.9K	0.07%	138
2023 Q4	$220K	Buy	+7,765	New	+$205K	0.07%	131

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

Hanlon Investment Management's CGUS Position: Q2 2026 in Review

Hanlon Investment Management reduced its Capital Group Core Equity ETF (CGUS) stake by 1.2% in Q2 2026, selling an estimated $6.21K and leaving 12,001 shares worth $534K. The position accounts for 0.28% of the portfolio, ranked #122.

Hanlon Investment Management first reported a position in CGUS in Q4 2023 and has held it in 11 quarters since. The position peaked at $579K in Q2 2025. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Hanlon Investment Management held 12,001 shares of Capital Group Core Equity ETF worth $534K as of Q2 2026.
Hanlon Investment Management sold 145 Capital Group Core Equity ETF shares in Q2 2026, an estimated $6.21K.
Capital Group Core Equity ETF made up 0.28% of Hanlon Investment Management's portfolio in Q2 2026, its #122 holding.
Hanlon Investment Management first reported a position in Capital Group Core Equity ETF in Q4 2023 and has held it in 11 quarters since.
Hanlon Investment Management's Capital Group Core Equity ETF position peaked at $579K in Q2 2025.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Hanlon Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.