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

Harbour 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 Q2	$21.4M	Buy	480,619 +21,709	+5%	+$929K	0.29%	67
2026 Q1	$17.6M	Sell	458,910 -46,329	-9%	-$1.87M	0.27%	72
2025 Q4	$20.3M	Buy	505,239 +46,912	+10%	+$1.87M	0.41%	48
2025 Q3	$18.1M	Buy	458,327 +46,116	+11%	+$1.77M	0.41%	43
2025 Q2	$15.2M	Buy	412,211 +1,969	+0.5%	+$67.1K	0.39%	44
2025 Q1	$13.7M	Sell	410,242 -24,466	-6%	-$860K	0.39%	43
2024 Q4	$15.2M	Buy	434,708 +47,004	+12%	+$1.65M	0.44%	36
2024 Q3	$13.3M	Buy	387,704 +67,765	+21%	+$2.24M	0.4%	42
2024 Q2	$10.3M	Sell	319,939 -3,916	-1%	-$122K	0.35%	44
2024 Q1	$10.1M	Buy	323,855 +17,124	+6%	+$508K	0.36%	48
2023 Q4	$8.68M	Buy	306,731 +61,165	+25%	+$1.61M	0.36%	47
2023 Q3	$6.17M	Buy	245,566 +219,607	+846%	+$5.69M	0.31%	57
2023 Q2	$667K	Buy	25,959 +3,006	+13%	+$73.4K	0.03%	425
2023 Q1	$544K	Buy	22,953 +4,852	+27%	+$113K	0.03%	451
2022 Q4	$407K	Buy	18,101 +10,873	+150%	+$242K	0.02%	508
2022 Q3	$157K	Hold	7,228	–	–	0.01%	790
2022 Q2	$157K	Buy	+7,228	New	+$170K	0.01%	790

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

Harbour Investments's CGUS Position: Q2 2026 in Review

Harbour Investments increased its Capital Group Core Equity ETF (CGUS) stake by 4.7% in Q2 2026, buying an estimated $929K and bringing the position to 480,619 shares worth $21.4M. The position accounts for 0.29% of the portfolio, ranked #67.

Harbour Investments first reported a position in CGUS in Q2 2022 and has held it in 17 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Harbour Investments held 480,619 shares of Capital Group Core Equity ETF worth $21.4M as of Q2 2026.
Harbour Investments bought 21,709 Capital Group Core Equity ETF shares in Q2 2026, an estimated $929K.
Capital Group Core Equity ETF made up 0.29% of Harbour Investments's portfolio in Q2 2026, its #67 holding.
Harbour Investments first reported a position in Capital Group Core Equity ETF in Q2 2022 and has held it in 17 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.