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MassMutual Private Wealth & Trust’s Capital Group Core Equity ETF CGUS Stock Holding History

MassMutual Private Wealth & Trust’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 		$1.69K Sell
38
-345
-90% -$15.5K ﹤0.01% 1986
2026
Q2 		$17K Sell
383
-105
-22% -$4.49K ﹤0.01% 1173
2026
Q1 		$18.7K Buy
+488
New +$19.6K ﹤0.01% 1110
2025
Q3 		– Sell
-2
Closed -$74 – 2383
2025
Q2 		$74 Hold
2
– – ﹤0.01% 2334
2025
Q1 		$67 Buy
+2
New +$70 ﹤0.01% 2346

Other funds holding CGUS

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return

MassMutual Private Wealth & Trust's CGUS Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its Capital Group Core Equity ETF (CGUS) stake by 90% in Q3 2026, selling an estimated $15.5K and leaving 38 shares worth $1.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1986.

MassMutual Private Wealth & Trust first reported a position in CGUS in Q1 2025 and has held it in 5 quarters since. The position peaked at $18.7K in Q1 2026. 21 funds tracked by Wall St. Rank hold CGUS as of Q3 2026.

  • MassMutual Private Wealth & Trust held 38 shares of Capital Group Core Equity ETF worth $1.69K as of Q3 2026.
  • MassMutual Private Wealth & Trust sold 345 Capital Group Core Equity ETF shares in Q3 2026, an estimated $15.5K.
  • Capital Group Core Equity ETF made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1986 holding.
  • MassMutual Private Wealth & Trust first reported a position in Capital Group Core Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • MassMutual Private Wealth & Trust's Capital Group Core Equity ETF position peaked at $18.7K in Q1 2026.
  • 21 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.