High Falls Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History

High Falls Advisors’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
2025 Q4	$480K	Sell	11,926 -3,033	-20%	-$121K	0.1%	69
2025 Q3	$591K	Sell	14,959 -917	-6%	-$35.2K	0.12%	61
2025 Q2	$586K	Buy	15,876 +849	+6%	+$28.9K	0.13%	61
2025 Q1	$502K	Buy	15,027 +1,948	+15%	+$68.4K	0.12%	62
2024 Q4	$457K	Buy	13,079 +391	+3%	+$13.7K	0.11%	66
2024 Q3	$435K	Buy	12,688 +5	+0%	+$165	0.1%	70
2024 Q2	$409K	Buy	12,683 +1,634	+15%	+$51K	0.1%	72
2024 Q1	$344K	Hold	11,049	–	–	0.09%	83
2023 Q4	$313K	Sell	11,049 -1,747	-14%	-$46K	0.08%	76
2023 Q3	$321K	Buy	+12,796	New	+$332K	0.1%	70

Other funds holding CGUS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

High Falls Advisors's CGUS Position: Q4 2025 in Review

High Falls Advisors reduced its Capital Group Core Equity ETF (CGUS) stake by 20% in Q4 2025, selling an estimated $121K and leaving 11,926 shares worth $480K. The position accounts for 0.1% of the portfolio, ranked #69.

High Falls Advisors first reported a position in CGUS in Q3 2023 and has held it in 10 quarters since. The position peaked at $591K in Q3 2025. 395 funds tracked by Wall St. Rank hold CGUS as of Q4 2025.

High Falls Advisors held 11,926 shares of Capital Group Core Equity ETF worth $480K as of Q4 2025.
High Falls Advisors sold 3,033 Capital Group Core Equity ETF shares in Q4 2025, an estimated $121K.
Capital Group Core Equity ETF made up 0.1% of High Falls Advisors's portfolio in Q4 2025, its #69 holding.
High Falls Advisors first reported a position in Capital Group Core Equity ETF in Q3 2023 and has held it in 10 quarters since.
High Falls Advisors's Capital Group Core Equity ETF position peaked at $591K in Q3 2025.
395 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q4 2025.

Based on High Falls Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.