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 Q2	$1.26M	Buy	+28,224	New	+$1.21M	﹤0.01%	2199
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 22.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jim Simons's CGUS Position: Q2 2026 in Review

Jim Simons opened a new position in Capital Group Core Equity ETF (CGUS) in Q2 2026: 28,224 shares worth $1.26M. The stake represents ﹤0.01% of the portfolio and ranks #2199 among its holdings. This is a return to the name: Jim Simons previously reported a position in CGUS as recently as Q4 2025.

Jim Simons first reported a position in CGUS in Q4 2023 and has held it in 9 quarters since. The position peaked at $5.25M in Q4 2023. 443 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Jim Simons held 28,224 shares of Capital Group Core Equity ETF worth $1.26M as of Q2 2026.
Capital Group Core Equity ETF was a new Jim Simons position in Q2 2026.
Capital Group Core Equity ETF made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #2199 holding.
Jim Simons first reported a position in Capital Group Core Equity ETF in Q4 2023 and has held it in 9 quarters since.
Jim Simons's Capital Group Core Equity ETF position peaked at $5.25M in Q4 2023.
443 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.