LC
CGUS icon

Lincoln Capital’s Capital Group Core Equity ETF CGUS Stock Holding History

Lincoln Capital’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 		$2.16M Buy
48,590
+5,830
+14% +$261K 0.38% 41
2026
Q2 		$1.9M Buy
42,760
+7,764
+22% +$332K 0.34% 46
2026
Q1 		$1.34M Sell
34,996
-1,069
-3% -$43K 0.25% 54
2025
Q4 		$1.45M Buy
36,065
+6,458
+22% +$258K 0.26% 50
2025
Q3 		$1.18M Buy
29,607
+2,865
+11% +$110K 0.22% 57
2025
Q2 		$988K Buy
26,742
+1,908
+8% +$65K 0.19% 61
2025
Q1 		$778K Buy
24,834
+13,107
+112% +$460K 0.16% 64
2024
Q4 		$410K Buy
+11,727
New +$411K 0.09% 87

Other funds holding CGUS

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

Lincoln Capital's CGUS Position: Q3 2026 in Review

Lincoln Capital increased its Capital Group Core Equity ETF (CGUS) stake by 14% in Q3 2026, buying an estimated $261K and bringing the position to 48,590 shares worth $2.16M. The position accounts for 0.38% of the portfolio, ranked #41.

Lincoln Capital first reported a position in CGUS in Q4 2024 and has held it in 8 quarters since. 21 funds tracked by Wall St. Rank hold CGUS as of Q3 2026.

  • Lincoln Capital held 48,590 shares of Capital Group Core Equity ETF worth $2.16M as of Q3 2026.
  • Lincoln Capital bought 5,830 Capital Group Core Equity ETF shares in Q3 2026, an estimated $261K.
  • Capital Group Core Equity ETF made up 0.38% of Lincoln Capital's portfolio in Q3 2026, its #41 holding.
  • Lincoln Capital first reported a position in Capital Group Core Equity ETF in Q4 2024 and has held it in 8 quarters since.
  • 21 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q3 2026.

Based on Lincoln Capital's 13F filing for Q3 2026, filed 9 Oct 2026.