HAM
CGUS icon

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
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

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return