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 Q2	$2.91M	Buy	65,479 +1,666	+3%	+$71.3K	1.03%	28
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 $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

Lodestone Wealth Management's CGUS Position: Q2 2026 in Review

Lodestone Wealth Management increased its Capital Group Core Equity ETF (CGUS) stake by 2.6% in Q2 2026, buying an estimated $71.3K and bringing the position to 65,479 shares worth $2.91M. The position accounts for 1.03% of the portfolio, ranked #28.

Lodestone Wealth Management first reported a position in CGUS in Q2 2023 and has held it in 13 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Lodestone Wealth Management held 65,479 shares of Capital Group Core Equity ETF worth $2.91M as of Q2 2026.
Lodestone Wealth Management bought 1,666 Capital Group Core Equity ETF shares in Q2 2026, an estimated $71.3K.
Capital Group Core Equity ETF made up 1.03% of Lodestone Wealth Management's portfolio in Q2 2026, its #28 holding.
Lodestone Wealth Management first reported a position in Capital Group Core Equity ETF in Q2 2023 and has held it in 13 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.