Iron Horse Wealth Management’s Capital Group Core Equity ETF CGUS Stock Holding History

Iron Horse Wealth 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
2025 Q2	$11K	Buy	+297	New	+$10.1K	﹤0.01%	269

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Iron Horse Wealth Management's CGUS Position: Q2 2025 in Review

Iron Horse Wealth Management opened a new position in Capital Group Core Equity ETF (CGUS) in Q2 2025: 297 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #269 among its holdings.

335 funds tracked by Wall St. Rank hold CGUS as of Q2 2025.

Iron Horse Wealth Management held 297 shares of Capital Group Core Equity ETF worth $11K as of Q2 2025.
Capital Group Core Equity ETF was a new Iron Horse Wealth Management position in Q2 2025.
Capital Group Core Equity ETF made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #269 holding.
335 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.