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

KWB Wealth’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 Q3	$3.97M	Buy	+89,247	New	+$4M	0.34%	56

Other funds holding CGUS

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Midwest Heritage Bank West Des Moines, Iowa $342M AUM 9.98% 1-Year Est. Return

James T. Borello RIA East Dundee, Illinois $482M AUM 14.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return

Ergawealth Advisors Oak Brook, Illinois $253M AUM 8.74% 1-Year Est. Return

KWB Wealth's CGUS Position: Q3 2026 in Review

KWB Wealth opened a new position in Capital Group Core Equity ETF (CGUS) in Q3 2026: 89,247 shares worth $3.97M. The stake represents 0.34% of the portfolio and ranks #56 among its holdings.

182 funds tracked by Wall St. Rank hold CGUS as of Q3 2026.

KWB Wealth held 89,247 shares of Capital Group Core Equity ETF worth $3.97M as of Q3 2026.
Capital Group Core Equity ETF was a new KWB Wealth position in Q3 2026.
Capital Group Core Equity ETF made up 0.34% of KWB Wealth's portfolio in Q3 2026, its #56 holding.
182 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.