HP
CGUS icon

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
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
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