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Lee, Danner & Bass’s Capital Group Core Equity ETF CGUS Stock Holding History

Lee, Danner & Bass’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 		$359K Buy
8,075
+800
+11% +$34.2K 0.02% 210
2026
Q1 		$280K Hold
7,275
– – 0.02% 217
2025
Q4 		$293K Buy
7,275
+1,850
+34% +$73.9K 0.02% 208
2025
Q3 		$215K Buy
+5,425
New +$208K 0.02% 227
2025
Q1 		– Sell
-3,450
Closed -$121K – 303
2024
Q4 		$121K Buy
+3,450
New +$121K 0.01% 251

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

Lee, Danner & Bass's CGUS Position: Q2 2026 in Review

Lee, Danner & Bass increased its Capital Group Core Equity ETF (CGUS) stake by 11% in Q2 2026, buying an estimated $34.2K and bringing the position to 8,075 shares worth $359K. The position accounts for 0.02% of the portfolio, ranked #210.

Lee, Danner & Bass first reported a position in CGUS in Q4 2024 and has held it in 5 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • Lee, Danner & Bass held 8,075 shares of Capital Group Core Equity ETF worth $359K as of Q2 2026.
  • Lee, Danner & Bass bought 800 Capital Group Core Equity ETF shares in Q2 2026, an estimated $34.2K.
  • Capital Group Core Equity ETF made up 0.02% of Lee, Danner & Bass's portfolio in Q2 2026, its #210 holding.
  • Lee, Danner & Bass first reported a position in Capital Group Core Equity ETF in Q4 2024 and has held it in 5 quarters since.
  • 442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.