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Hunter Associates Investment Management’s Capital Group Core Equity ETF CGUS Stock Holding History

Hunter Associates Investment Management’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 		$691K Hold
15,550
– – 0.08% 175
2026
Q1 		$598K Sell
15,550
-1,200
-7% -$48.3K 0.08% 177
2025
Q4 		$673K Buy
16,750
+200
+1% +$7.99K 0.09% 159
2025
Q3 		$653K Buy
16,550
+250
+2% +$9.6K 0.09% 164
2025
Q2 		$603K Hold
16,300
– – 0.09% 168
2025
Q1 		$545K Hold
16,300
– – 0.08% 164
2024
Q4 		$570K Hold
16,300
– – 0.09% 163
2024
Q3 		$559K Hold
16,300
– – 0.09% 168
2024
Q2 		$527K Hold
16,300
– – 0.09% 170
2024
Q1 		$508K Sell
16,300
-1,625
-9% -$48.2K 0.09% 177
2023
Q4 		$508K Hold
17,925
– – 0.09% 175
2023
Q3 		$450K Hold
17,925
– – 0.09% 177
2023
Q2 		$460K Sell
17,925
-8,000
-31% -$195K 0.09% 174
2023
Q1 		$614K Sell
25,925
-14,435
-36% -$337K 0.13% 132
2022
Q4 		$905K Buy
40,360
+5,735
+17% +$127K 0.22% 94
2022
Q3 		$706K Buy
34,625
+16,350
+89% +$367K 0.18% 103
2022
Q2 		$396K Buy
+18,275
New +$429K 0.1% 148

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

Hunter Associates Investment Management's CGUS Position: Q2 2026 in Review

Hunter Associates Investment Management held its Capital Group Core Equity ETF (CGUS) position steady in Q2 2026 at 15,550 shares worth $691K. The position accounts for 0.08% of the portfolio, ranked #175.

Hunter Associates Investment Management first reported a position in CGUS in Q2 2022 and has held it in 17 quarters since. The position peaked at $905K in Q4 2022. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • Hunter Associates Investment Management held 15,550 shares of Capital Group Core Equity ETF worth $691K as of Q2 2026.
  • Hunter Associates Investment Management left its Capital Group Core Equity ETF share count unchanged in Q2 2026.
  • Capital Group Core Equity ETF made up 0.08% of Hunter Associates Investment Management's portfolio in Q2 2026, its #175 holding.
  • Hunter Associates Investment Management first reported a position in Capital Group Core Equity ETF in Q2 2022 and has held it in 17 quarters since.
  • Hunter Associates Investment Management's Capital Group Core Equity ETF position peaked at $905K in Q4 2022.
  • 442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Hunter Associates Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.