Mather Group’s Capital Group Core Equity ETF CGUS Stock Holding History

Mather Group’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	$116K	Hold	2,611	–	–	﹤0.01%	905
2026 Q1	$100K	Buy	+2,611	New	+$105K	﹤0.01%	888
2025 Q4	–	Sell	-2,611	Closed	-$103K	–	819
2025 Q3	$103K	Buy	+2,611	New	+$100K	﹤0.01%	767
2025 Q2	–	Sell	-2,611	Closed	-$87.2K	–	803
2025 Q1	$87.2K	Hold	2,611	–	–	﹤0.01%	778
2024 Q4	$91.3K	Hold	2,611	–	–	﹤0.01%	761
2024 Q3	$89.5K	Hold	2,611	–	–	﹤0.01%	757
2024 Q2	$81.4K	Hold	2,611	–	–	﹤0.01%	861
2024 Q1	$73.9K	Buy	+2,611	New	+$77.4K	﹤0.01%	783

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

Mather Group's CGUS Position: Q2 2026 in Review

Mather Group held its Capital Group Core Equity ETF (CGUS) position steady in Q2 2026 at 2,611 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #905.

Mather Group first reported a position in CGUS in Q1 2024 and has held it in 8 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Mather Group held 2,611 shares of Capital Group Core Equity ETF worth $116K as of Q2 2026.
Mather Group left its Capital Group Core Equity ETF share count unchanged in Q2 2026.
Capital Group Core Equity ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #905 holding.
Mather Group first reported a position in Capital Group Core Equity ETF in Q1 2024 and has held it in 8 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.