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Kilter Group’s Capital Group Core Equity ETF CGUS Stock Holding History

Kilter Group’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
-775
Closed -$31.2K – 1595
2025
Q4 		$31.2K Buy
+775
New +$30.9K 0.01% 164

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 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Kilter Group's CGUS Position: Q1 2026 in Review

Kilter Group sold out of Capital Group Core Equity ETF (CGUS) in Q1 2026, closing a stake of 775 shares — an estimated $31.2K sold.

Kilter Group first reported a position in CGUS in Q4 2025 and held it in 1 quarter. The position peaked at $31.2K in Q4 2025. 410 funds tracked by Wall St. Rank hold CGUS as of Q1 2026.

  • Kilter Group reported no remaining Capital Group Core Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Kilter Group sold 775 Capital Group Core Equity ETF shares in Q1 2026, an estimated $31.2K.
  • Kilter Group first reported a position in Capital Group Core Equity ETF in Q4 2025 and held it in 1 quarter.
  • Kilter Group's Capital Group Core Equity ETF position peaked at $31.2K in Q4 2025.
  • 410 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q1 2026.

Based on Kilter Group's 13F filing for Q1 2026, filed 14 May 2026.