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Lynch & Associates’s Capital Group Core Equity ETF CGUS Stock Holding History

Lynch & Associates’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
Q3 		$19.9M Buy
448,311
+384,066
+598% +$17.2M 2.85% 7
2026
Q2 		$2.86M Buy
64,245
+11,407
+22% +$488K 0.5% 53
2026
Q1 		$2.03M Buy
52,838
+16,763
+46% +$675K 0.38% 63
2025
Q4 		$1.45M Buy
36,075
+1,797
+5% +$71.8K 0.27% 74
2025
Q3 		$1.36M Buy
34,278
+1,918
+6% +$73.6K 0.26% 74
2025
Q2 		$1.2M Buy
32,360
+2,913
+10% +$99.2K 0.24% 76
2025
Q1 		$984K Buy
29,447
+9,286
+46% +$326K 0.21% 76
2024
Q4 		$705K Buy
20,161
+2,836
+16% +$99.4K 0.15% 79
2024
Q3 		$594K Buy
17,325
+2,194
+15% +$72.5K 0.13% 85
2024
Q2 		$488K Buy
15,131
+2,540
+20% +$79.3K 0.11% 90
2024
Q1 		$392K Buy
12,591
+2,786
+28% +$82.6K 0.09% 100
2023
Q4 		$277K Buy
9,805
+1,598
+19% +$42.1K 0.07% 104
2023
Q3 		$206K Buy
+8,207
New +$213K 0.05% 109

Other funds holding CGUS

JTBR
James T. Borello RIA East Dundee, Illinois $482M AUM 14.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Lynch & Associates's CGUS Position: Q3 2026 in Review

Lynch & Associates increased its Capital Group Core Equity ETF (CGUS) stake by 598% in Q3 2026, buying an estimated $17.2M and bringing the position to 448,311 shares worth $19.9M. The position accounts for 2.85% of the portfolio, ranked #7.

Lynch & Associates first reported a position in CGUS in Q3 2023 and has held it in 13 quarters since. 90 funds tracked by Wall St. Rank hold CGUS as of Q3 2026.

  • Lynch & Associates held 448,311 shares of Capital Group Core Equity ETF worth $19.9M as of Q3 2026.
  • Lynch & Associates bought 384,066 Capital Group Core Equity ETF shares in Q3 2026, an estimated $17.2M.
  • Capital Group Core Equity ETF made up 2.85% of Lynch & Associates's portfolio in Q3 2026, its #7 holding.
  • Lynch & Associates first reported a position in Capital Group Core Equity ETF in Q3 2023 and has held it in 13 quarters since.
  • 90 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q3 2026.

Based on Lynch & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.