Harmony Asset Management’s Capital Group Core Equity ETF CGUS Stock Holding History

Harmony Asset 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	$542K	Sell	12,181 -656	-5%	-$28.1K	0.15%	124
2026 Q1	$493K	Buy	12,837 +196	+2%	+$7.89K	0.15%	125
2025 Q4	$509K	Sell	12,641 -127	-1%	-$5.07K	0.17%	110
2025 Q3	$505K	Sell	12,768 -1,231	-9%	-$47.3K	0.17%	112
2025 Q2	$517K	Buy	13,999 +901	+7%	+$30.7K	0.19%	111
2025 Q1	$437K	Sell	13,098 -379	-3%	-$13.3K	0.18%	109
2024 Q4	$471K	Sell	13,477 -550	-4%	-$19.3K	0.19%	104
2024 Q3	$481K	Buy	14,027 +1,647	+13%	+$54.4K	0.18%	108
2024 Q2	$399K	Buy	12,380 +3,630	+41%	+$113K	0.17%	100
2024 Q1	$273K	Buy	+8,750	New	+$259K	0.11%	130

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

Harmony Asset Management's CGUS Position: Q2 2026 in Review

Harmony Asset Management reduced its Capital Group Core Equity ETF (CGUS) stake by 5.1% in Q2 2026, selling an estimated $28.1K and leaving 12,181 shares worth $542K. The position accounts for 0.15% of the portfolio, ranked #124.

Harmony Asset Management first reported a position in CGUS in Q1 2024 and has held it in 10 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Harmony Asset Management held 12,181 shares of Capital Group Core Equity ETF worth $542K as of Q2 2026.
Harmony Asset Management sold 656 Capital Group Core Equity ETF shares in Q2 2026, an estimated $28.1K.
Capital Group Core Equity ETF made up 0.15% of Harmony Asset Management's portfolio in Q2 2026, its #124 holding.
Harmony Asset Management first reported a position in Capital Group Core Equity ETF in Q1 2024 and has held it in 10 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.