Jim Simons’s Capital Group Core Equity ETF CGUS Stock Holding History

Jim Simons’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	–	Sell	-46,700	Closed	-$1.88M	–	3301
2025 Q4	$1.88M	Sell	46,700 -32,100	-41%	-$1.28M	﹤0.01%	1905
2025 Q3	$3.12M	Buy	78,800 +64,900	+467%	+$2.49M	﹤0.01%	1766
2025 Q2	$513K	Buy	+13,900	New	+$473K	﹤0.01%	2818
2025 Q1	–	Sell	-67,100	Closed	-$2.35M	–	3506
2024 Q4	$2.35M	Buy	67,100 +2,800	+4%	+$98.1K	﹤0.01%	1952
2024 Q3	$2.2M	Buy	64,300 +19,300	+43%	+$638K	﹤0.01%	1954
2024 Q2	$1.45M	Sell	45,000 -35,700	-44%	-$1.11M	﹤0.01%	2087
2024 Q1	$2.52M	Sell	80,700 -104,900	-57%	-$3.11M	﹤0.01%	1879
2023 Q4	$5.25M	Buy	+185,600	New	+$4.89M	0.01%	1316

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Jim Simons's CGUS Position: Q1 2026 in Review

Jim Simons sold out of Capital Group Core Equity ETF (CGUS) in Q1 2026, closing a stake of 46,700 shares — an estimated $1.88M sold.

Jim Simons first reported a position in CGUS in Q4 2023 and held it in 8 quarters. The position peaked at $5.25M in Q4 2023. 409 funds tracked by Wall St. Rank hold CGUS as of Q1 2026.

Jim Simons reported no remaining Capital Group Core Equity ETF position as of Q1 2026 after selling out during the quarter.
Jim Simons sold 46,700 Capital Group Core Equity ETF shares in Q1 2026, an estimated $1.88M.
Jim Simons first reported a position in Capital Group Core Equity ETF in Q4 2023 and held it in 8 quarters.
Jim Simons's Capital Group Core Equity ETF position peaked at $5.25M in Q4 2023.
409 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.