HWMO
CGUS icon

Heritage Wealth Management (Ohio)’s Capital Group Core Equity ETF CGUS Stock Holding History

Heritage Wealth Management (Ohio)’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 		$529K Buy
11,903
+3,611
+44% +$155K 0.13% 158
2026
Q1 		$319K Buy
8,292
+1,424
+21% +$57.3K 0.16% 122
2025
Q4 		$276K Buy
+6,868
New +$274K 0.08% 211

Other funds holding CGUS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Capital International Investors
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s CGUS Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) increased its Capital Group Core Equity ETF (CGUS) stake by 44% in Q2 2026, buying an estimated $155K and bringing the position to 11,903 shares worth $529K. The position accounts for 0.13% of the portfolio, ranked #158.

Heritage Wealth Management (Ohio) first reported a position in CGUS in Q4 2025 and has held it in 3 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 11,903 shares of Capital Group Core Equity ETF worth $529K as of Q2 2026.
  • Heritage Wealth Management (Ohio) bought 3,611 Capital Group Core Equity ETF shares in Q2 2026, an estimated $155K.
  • Capital Group Core Equity ETF made up 0.13% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #158 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Capital Group Core Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.