Koshinski Asset Management
CGUS icon

Koshinski Asset Management’s Capital Group Core Equity ETF CGUS Stock Holding History

Koshinski Asset 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 		$4.28M Sell
96,178
-889
-0.9% -$38K 0.23% 98
2026
Q1 		$3.73M Buy
97,067
+10,064
+12% +$405K 0.23% 94
2025
Q4 		$3.5M Buy
87,003
+16,481
+23% +$658K 0.23% 97
2025
Q3 		$2.79M Buy
70,522
+19,196
+37% +$737K 0.19% 117
2025
Q2 		$1.9M Buy
51,326
+5,725
+13% +$195K 0.14% 144
2025
Q1 		$1.52M Buy
45,601
+5,532
+14% +$194K 0.13% 166
2024
Q4 		$1.4M Sell
40,069
-716
-2% -$25.1K 0.12% 168
2024
Q3 		$1.4M Buy
40,785
+2,455
+6% +$81.1K 0.12% 170
2024
Q2 		$1.26M Buy
38,330
+10,226
+36% +$319K 0.12% 169
2024
Q1 		$876K Buy
+28,104
New +$833K 0.09% 227
2023
Q4 		– Sell
-19,283
Closed -$484K – 518
2023
Q3 		$484K Buy
19,283
+78
+0.4% +$2.02K 0.06% 329
2023
Q2 		$493K Buy
19,205
+1,736
+10% +$42.4K 0.05% 343
2023
Q1 		$414K Buy
17,469
+1,160
+7% +$27.1K 0.04% 364
2022
Q4 		$366K Buy
+16,309
New +$362K 0.04% 419
2022
Q2 		– Sell
-547
Closed -$14.1K – 797
2022
Q1 		$14.1K Buy
+547
New +$13.7K ﹤0.01% 1512

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 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Koshinski Asset Management's CGUS Position: Q2 2026 in Review

Koshinski Asset Management reduced its Capital Group Core Equity ETF (CGUS) stake by 0.92% in Q2 2026, selling an estimated $38K and leaving 96,178 shares worth $4.28M. The position accounts for 0.23% of the portfolio, ranked #98.

Koshinski Asset Management first reported a position in CGUS in Q1 2022 and has held it in 15 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • Koshinski Asset Management held 96,178 shares of Capital Group Core Equity ETF worth $4.28M as of Q2 2026.
  • Koshinski Asset Management sold 889 Capital Group Core Equity ETF shares in Q2 2026, an estimated $38K.
  • Capital Group Core Equity ETF made up 0.23% of Koshinski Asset Management's portfolio in Q2 2026, its #98 holding.
  • Koshinski Asset Management first reported a position in Capital Group Core Equity ETF in Q1 2022 and has held it in 15 quarters since.
  • 442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.