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 Q2	$2.71M	Sell	60,815 -8,681	-12%	-$371K	0.69%	40
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 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

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

LongView Wealth Management reduced its Capital Group Core Equity ETF (CGUS) stake by 12% in Q2 2026, selling an estimated $371K and leaving 60,815 shares worth $2.71M. The position accounts for 0.69% of the portfolio, ranked #40.

LongView Wealth Management first reported a position in CGUS in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.94M in Q4 2025. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

LongView Wealth Management held 60,815 shares of Capital Group Core Equity ETF worth $2.71M as of Q2 2026.
LongView Wealth Management sold 8,681 Capital Group Core Equity ETF shares in Q2 2026, an estimated $371K.
Capital Group Core Equity ETF made up 0.69% of LongView Wealth Management's portfolio in Q2 2026, its #40 holding.
LongView Wealth Management first reported a position in Capital Group Core Equity ETF in Q4 2023 and has held it in 11 quarters since.
LongView Wealth Management's Capital Group Core Equity ETF position peaked at $2.94M in Q4 2025.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.