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Leigh Baldwin & Co’s Capital Group Core Equity ETF CGUS Stock Holding History

Leigh Baldwin & Co’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 		$240K Buy
+5,405
New +$231K 0.13% 158
2025
Q4 		– Sell
-5,612
Closed -$222K – 167
2025
Q3 		$222K Buy
5,612
+109
+2% +$4.18K 0.12% 182
2025
Q2 		$203K Buy
+5,503
New +$187K 0.13% 180

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

Leigh Baldwin & Co's CGUS Position: Q2 2026 in Review

Leigh Baldwin & Co opened a new position in Capital Group Core Equity ETF (CGUS) in Q2 2026: 5,405 shares worth $240K. The stake represents 0.13% of the portfolio and ranks #158 among its holdings. This is a return to the name: Leigh Baldwin & Co previously reported a position in CGUS as recently as Q3 2025.

Leigh Baldwin & Co first reported a position in CGUS in Q2 2025 and has held it in 3 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • Leigh Baldwin & Co held 5,405 shares of Capital Group Core Equity ETF worth $240K as of Q2 2026.
  • Capital Group Core Equity ETF was a new Leigh Baldwin & Co position in Q2 2026.
  • Capital Group Core Equity ETF made up 0.13% of Leigh Baldwin & Co's portfolio in Q2 2026, its #158 holding.
  • Leigh Baldwin & Co first reported a position in Capital Group Core Equity ETF in Q2 2025 and has held it in 3 quarters since.
  • 442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Leigh Baldwin & Co's 13F filing for Q2 2026, filed 13 Aug 2026.