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

Kingsview 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
2026 Q2	$4.72M	Sell	106,175 -23,540	-18%	-$1.01M	0.06%	315
2026 Q1	$4.98M	Buy	129,715 +20,179	+18%	+$813K	0.07%	296
2025 Q4	$4.41M	Buy	109,536 +28,510	+35%	+$1.14M	0.06%	304
2025 Q3	$3.2M	Sell	81,026 -172,531	-68%	-$6.62M	0.05%	367
2025 Q2	$9.36M	Buy	253,557 +56,373	+29%	+$1.92M	0.16%	125
2025 Q1	$6.59M	Buy	197,184 +189,914	+2,612%	+$6.67M	0.12%	172
2024 Q4	$254K	Buy	7,270 +710	+11%	+$24.9K	0.01%	966
2024 Q3	$225K	Sell	6,560 -9,424	-59%	-$311K	﹤0.01%	991
2024 Q2	$515K	Buy	15,984 +939	+6%	+$29.3K	0.01%	676
2024 Q1	$469K	Buy	+15,045	New	+$446K	0.01%	682

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

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

CGPCS

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

Kingsview Wealth Management's CGUS Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Capital Group Core Equity ETF (CGUS) stake by 18% in Q2 2026, selling an estimated $1.01M and leaving 106,175 shares worth $4.72M. The position accounts for 0.06% of the portfolio, ranked #315.

Kingsview Wealth Management first reported a position in CGUS in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.36M in Q2 2025. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Kingsview Wealth Management held 106,175 shares of Capital Group Core Equity ETF worth $4.72M as of Q2 2026.
Kingsview Wealth Management sold 23,540 Capital Group Core Equity ETF shares in Q2 2026, an estimated $1.01M.
Capital Group Core Equity ETF made up 0.06% of Kingsview Wealth Management's portfolio in Q2 2026, its #315 holding.
Kingsview Wealth Management first reported a position in Capital Group Core Equity ETF in Q1 2024 and has held it in 10 quarters since.
Kingsview Wealth Management's Capital Group Core Equity ETF position peaked at $9.36M in Q2 2025.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.