LWM
CGUS icon

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

LongView 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 		$2.88M Sell
69,496
-1,815
-3% -$73.1K 0.72% 38
2025
Q4 		$2.94M Buy
71,311
+10,978
+18% +$438K 0.71% 38
2025
Q3 		$2.39M Buy
60,333
+6,702
+12% +$257K 0.65% 43
2025
Q2 		$1.98M Buy
53,631
+6,164
+13% +$210K 0.6% 45
2025
Q1 		$1.59M Buy
47,467
+6,271
+15% +$220K 0.48% 50
2024
Q4 		$1.44M Buy
41,196
+3,461
+9% +$121K 0.44% 50
2024
Q3 		$1.29M Buy
37,735
+17,267
+84% +$570K 0.41% 56
2024
Q2 		$660K Buy
20,468
+1,476
+8% +$46.1K 0.24% 83
2024
Q1 		$592K Buy
18,992
+3,658
+24% +$108K 0.23% 85
2023
Q4 		$431K Buy
+15,334
New +$404K 0.19% 105

Other funds holding CGUS

LPL Financial
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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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
CGPCS
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