KWM
CGUS icon

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
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Capital International Investors
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return