Jacobi Capital Management’s Capital Group Core Equity ETF CGUS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.69M Buy
37,947
+5,141
+16% +$220K 0.08% 217
2026
Q1
$1.26M Buy
32,806
+3,463
+12% +$139K 0.07% 259
2025
Q4
$1.18M Buy
29,343
+8,902
+44% +$355K 0.07% 258
2025
Q3
$808K Buy
20,441
+1,155
+6% +$44.3K 0.05% 304
2025
Q2
$712K Buy
+19,286
New +$657K 0.05% 315

Other funds holding CGUS

Jacobi Capital Management's CGUS Position: Q2 2026 in Review

Jacobi Capital Management increased its Capital Group Core Equity ETF (CGUS) stake by 16% in Q2 2026, buying an estimated $220K and bringing the position to 37,947 shares worth $1.69M. The position accounts for 0.08% of the portfolio, ranked #217.

Jacobi Capital Management first reported a position in CGUS in Q2 2025 and has held it in 5 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • Jacobi Capital Management held 37,947 shares of Capital Group Core Equity ETF worth $1.69M as of Q2 2026.
  • Jacobi Capital Management bought 5,141 Capital Group Core Equity ETF shares in Q2 2026, an estimated $220K.
  • Capital Group Core Equity ETF made up 0.08% of Jacobi Capital Management's portfolio in Q2 2026, its #217 holding.
  • Jacobi Capital Management first reported a position in Capital Group Core Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.