Hobart Private Capital’s Capital Group Core Equity ETF CGUS Stock Holding History

Hobart Private Capital’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	$687K	Buy	15,453 +756	+5%	+$32.4K	0.12%	85
2026 Q1	$565K	Sell	14,697 -3,029	-17%	-$122K	0.11%	84
2025 Q4	$713K	Sell	17,726 -663	-4%	-$26.5K	0.14%	82
2025 Q3	$727K	Buy	18,389 +4,096	+29%	+$157K	0.15%	77
2025 Q2	$528K	Buy	14,293 +637	+5%	+$21.7K	0.12%	79
2025 Q1	$456K	Buy	13,656 +1,303	+11%	+$45.8K	0.11%	68
2024 Q4	$432K	Buy	12,353 +325	+3%	+$11.4K	0.11%	67
2024 Q3	$412K	Buy	12,028 +602	+5%	+$19.9K	0.11%	59
2024 Q2	$368K	Buy	+11,426	New	+$357K	0.1%	60

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

Hobart Private Capital's CGUS Position: Q2 2026 in Review

Hobart Private Capital increased its Capital Group Core Equity ETF (CGUS) stake by 5.1% in Q2 2026, buying an estimated $32.4K and bringing the position to 15,453 shares worth $687K. The position accounts for 0.12% of the portfolio, ranked #85.

Hobart Private Capital first reported a position in CGUS in Q2 2024 and has held it in 9 quarters since. The position peaked at $727K in Q3 2025. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Hobart Private Capital held 15,453 shares of Capital Group Core Equity ETF worth $687K as of Q2 2026.
Hobart Private Capital bought 756 Capital Group Core Equity ETF shares in Q2 2026, an estimated $32.4K.
Capital Group Core Equity ETF made up 0.12% of Hobart Private Capital's portfolio in Q2 2026, its #85 holding.
Hobart Private Capital first reported a position in Capital Group Core Equity ETF in Q2 2024 and has held it in 9 quarters since.
Hobart Private Capital's Capital Group Core Equity ETF position peaked at $727K in Q3 2025.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Hobart Private Capital's 13F filing for Q2 2026, filed 6 Jul 2026.