Larson Financial Group’s Capital Group Core Equity ETF CGUS Stock Holding History

Larson Financial Group’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	$163K	Hold	3,665	–	–	﹤0.01%	935
2026 Q1	$141K	Buy	3,665 +1,200	+49%	+$48.3K	﹤0.01%	840
2025 Q4	$99.2K	Sell	2,465 -150	-6%	-$5.99K	﹤0.01%	933
2025 Q3	$103K	Buy	2,615 +150	+6%	+$5.76K	﹤0.01%	890
2025 Q2	$91K	Hold	2,465	–	–	﹤0.01%	874
2025 Q1	$82.3K	Hold	2,465	–	–	﹤0.01%	850
2024 Q4	$86.2K	Buy	2,465 +430	+21%	+$15.1K	﹤0.01%	757
2024 Q3	$69.8K	Hold	2,035	–	–	﹤0.01%	814
2024 Q2	$65.6K	Hold	2,035	–	–	﹤0.01%	745
2024 Q1	$63.4K	Hold	2,035	–	–	﹤0.01%	636
2023 Q4	$57.6K	Hold	2,035	–	–	0.01%	616
2023 Q3	$51.1K	Hold	2,035	–	–	0.01%	607
2023 Q2	$52.3K	Buy	2,035 +1,000	+97%	+$24.4K	0.01%	547
2023 Q1	$24.5K	Hold	1,035	–	–	﹤0.01%	691
2022 Q4	$23.2K	Hold	1,035	–	–	﹤0.01%	661
2022 Q3	$21K	Buy	+1,035	New	+$23.2K	﹤0.01%	620

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

Larson Financial Group's CGUS Position: Q2 2026 in Review

Larson Financial Group held its Capital Group Core Equity ETF (CGUS) position steady in Q2 2026 at 3,665 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #935.

Larson Financial Group first reported a position in CGUS in Q3 2022 and has held it in 16 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Larson Financial Group held 3,665 shares of Capital Group Core Equity ETF worth $163K as of Q2 2026.
Larson Financial Group left its Capital Group Core Equity ETF share count unchanged in Q2 2026.
Capital Group Core Equity ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #935 holding.
Larson Financial Group first reported a position in Capital Group Core Equity ETF in Q3 2022 and has held it in 16 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.