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 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

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

Lincoln Capital's CGUS Position: Q2 2026 in Review

Lincoln Capital increased its Capital Group Core Equity ETF (CGUS) stake by 22% in Q2 2026, buying an estimated $332K and bringing the position to 42,760 shares worth $1.9M. The position accounts for 0.34% of the portfolio, ranked #46.

Lincoln Capital first reported a position in CGUS in Q4 2024 and has held it in 7 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Lincoln Capital held 42,760 shares of Capital Group Core Equity ETF worth $1.9M as of Q2 2026.
Lincoln Capital bought 7,764 Capital Group Core Equity ETF shares in Q2 2026, an estimated $332K.
Capital Group Core Equity ETF made up 0.34% of Lincoln Capital's portfolio in Q2 2026, its #46 holding.
Lincoln Capital first reported a position in Capital Group Core Equity ETF in Q4 2024 and has held it in 7 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Lincoln Capital's 13F filing for Q2 2026, filed 7 Jul 2026.