Holistic Planning’s Capital Group Core Equity ETF CGUS Stock Holding History

Holistic Planning’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	$730K	Buy	16,405 +27	+0.2%	+$1.16K	0.11%	162
2026 Q1	$629K	Buy	16,378 +1,019	+7%	+$41K	0.13%	154
2025 Q4	$618K	Sell	15,359 -93	-0.6%	-$3.71K	0.13%	141
2025 Q3	$611K	Sell	15,452 -239	-2%	-$9.18K	0.16%	107
2025 Q2	$579K	Buy	15,691 +4,940	+46%	+$168K	0.17%	108
2025 Q1	$359K	Buy	10,751 +127	+1%	+$4.46K	0.12%	123
2024 Q4	$372K	Sell	10,624 -600	-5%	-$21K	0.13%	112
2024 Q3	$385K	Sell	11,224 -1,600	-12%	-$52.9K	0.16%	97
2024 Q2	$400K	Hold	12,824	–	–	0.31%	73
2024 Q1	$400K	Sell	12,824 -1,500	-10%	-$44.5K	0.31%	73
2023 Q4	$405K	Buy	+14,324	New	+$377K	0.34%	69

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

Holistic Planning's CGUS Position: Q2 2026 in Review

Holistic Planning increased its Capital Group Core Equity ETF (CGUS) stake by 0.16% in Q2 2026, buying an estimated $1.16K and bringing the position to 16,405 shares worth $730K. The position accounts for 0.11% of the portfolio, ranked #162.

Holistic Planning first reported a position in CGUS in Q4 2023 and has held it in 11 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Holistic Planning held 16,405 shares of Capital Group Core Equity ETF worth $730K as of Q2 2026.
Holistic Planning bought 27 Capital Group Core Equity ETF shares in Q2 2026, an estimated $1.16K.
Capital Group Core Equity ETF made up 0.11% of Holistic Planning's portfolio in Q2 2026, its #162 holding.
Holistic Planning first reported a position in Capital Group Core Equity ETF in Q4 2023 and has held it in 11 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.