Lodestone Wealth Management’s Capital Group Core Equity ETF CGUS Stock Holding History

Lodestone Wealth Management’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 Q1	$2.45M	Buy	63,813 +3,026	+5%	+$122K	0.97%	30
2025 Q4	$2.45M	Sell	60,787 -1,320	-2%	-$52.7K	1%	29
2025 Q3	$2.46M	Buy	62,107 +1,549	+3%	+$59.5K	1.1%	29
2025 Q2	$2.24M	Buy	60,558 +191	+0.3%	+$6.51K	1.09%	30
2025 Q1	$2.02M	Sell	60,367 -778	-1%	-$27.3K	1.07%	33
2024 Q4	$2.14M	Buy	61,145 +13	+0%	+$456	1.07%	33
2024 Q3	$2.1M	Buy	61,132 +16,568	+37%	+$547K	1.05%	32
2024 Q2	$1.44M	Buy	44,564 +2,678	+6%	+$83.6K	0.76%	50
2024 Q1	$1.31M	Buy	41,886 +3,208	+8%	+$95.1K	0.68%	54
2023 Q4	$1.09M	Buy	38,678 +1,899	+5%	+$50K	0.63%	54
2023 Q3	$924K	Buy	36,779 +13,151	+56%	+$341K	0.65%	53
2023 Q2	$607K	Buy	+23,628	New	+$577K	0.42%	65

Other funds holding CGUS

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return