Mark Sheptoff Financial Planning’s Capital Group Core Equity ETF CGUS Stock Holding History

Mark Sheptoff Financial Planning’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	$314K	Hold	7,069	–	–	0.17%	77
2026 Q1	$302K	Sell	7,069 -140	-2%	-$5.64K	0.16%	81
2025 Q4	$290K	Sell	7,209 -294	-4%	-$11.7K	0.14%	89
2025 Q3	$297K	Buy	7,503 +5,174	+222%	+$199K	0.14%	85
2025 Q2	$86K	Buy	2,329 +14	+0.6%	+$477	0.05%	142
2025 Q1	$77.3K	Buy	2,315 +1,049	+83%	+$36.9K	0.04%	137
2024 Q4	$44.3K	Buy	1,266 +87	+7%	+$3.05K	0.02%	185
2024 Q3	$40.4K	Sell	1,179 -5,290	-82%	-$175K	0.02%	183
2024 Q2	$209K	Buy	6,469 +329	+5%	+$10.3K	0.12%	90
2024 Q1	$191K	Buy	6,140 +850	+16%	+$25.2K	0.11%	99
2023 Q4	$150K	Hold	5,290	–	–	0.09%	106
2023 Q3	$133K	Buy	+5,290	New	+$137K	0.09%	102

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

Mark Sheptoff Financial Planning's CGUS Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Capital Group Core Equity ETF (CGUS) position steady in Q2 2026 at 7,069 shares worth $314K. The position accounts for 0.17% of the portfolio, ranked #77.

Mark Sheptoff Financial Planning first reported a position in CGUS in Q3 2023 and has held it in 12 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Mark Sheptoff Financial Planning held 7,069 shares of Capital Group Core Equity ETF worth $314K as of Q2 2026.
Mark Sheptoff Financial Planning left its Capital Group Core Equity ETF share count unchanged in Q2 2026.
Capital Group Core Equity ETF made up 0.17% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #77 holding.
Mark Sheptoff Financial Planning first reported a position in Capital Group Core Equity ETF in Q3 2023 and has held it in 12 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.