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

Lantern Wealth Advisors’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	$542K	Sell	12,175 -2,737	-18%	-$117K	0.25%	95
2026 Q1	$573K	Buy	14,912 +1,931	+15%	+$77.8K	0.29%	87
2025 Q4	$522K	Buy	12,981 +2,921	+29%	+$117K	0.28%	91
2025 Q3	$398K	Buy	10,060 +324	+3%	+$12.4K	0.21%	107
2025 Q2	$360K	Buy	+9,736	New	+$332K	0.21%	103

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

Lantern Wealth Advisors's CGUS Position: Q2 2026 in Review

Lantern Wealth Advisors reduced its Capital Group Core Equity ETF (CGUS) stake by 18% in Q2 2026, selling an estimated $117K and leaving 12,175 shares worth $542K. The position accounts for 0.25% of the portfolio, ranked #95.

Lantern Wealth Advisors first reported a position in CGUS in Q2 2025 and has held it in 5 quarters since. The position peaked at $573K in Q1 2026. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Lantern Wealth Advisors held 12,175 shares of Capital Group Core Equity ETF worth $542K as of Q2 2026.
Lantern Wealth Advisors sold 2,737 Capital Group Core Equity ETF shares in Q2 2026, an estimated $117K.
Capital Group Core Equity ETF made up 0.25% of Lantern Wealth Advisors's portfolio in Q2 2026, its #95 holding.
Lantern Wealth Advisors first reported a position in Capital Group Core Equity ETF in Q2 2025 and has held it in 5 quarters since.
Lantern Wealth Advisors's Capital Group Core Equity ETF position peaked at $573K in Q1 2026.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.