Medallion Wealth Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History

Medallion Wealth Advisors’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	$47.2K	Hold	1,062	–	–	0.01%	480
2026 Q1	$40.8K	Sell	1,062 -25	-2%	-$1.01K	0.01%	511
2025 Q4	$43.7K	Hold	1,087	–	–	0.01%	487
2025 Q3	$43K	Hold	1,087	–	–	0.02%	488
2025 Q2	$40.1K	Hold	1,087	–	–	0.02%	495
2025 Q1	$36.4K	Buy	1,087 +262	+32%	+$9.2K	0.02%	472
2024 Q4	$28.9K	Buy	+825	New	+$28.9K	0.01%	506

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

Medallion Wealth Advisors's CGUS Position: Q2 2026 in Review

Medallion Wealth Advisors held its Capital Group Core Equity ETF (CGUS) position steady in Q2 2026 at 1,062 shares worth $47.2K. The position accounts for 0.01% of the portfolio, ranked #480.

Medallion Wealth Advisors first reported a position in CGUS in Q4 2024 and has held it in 7 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Medallion Wealth Advisors held 1,062 shares of Capital Group Core Equity ETF worth $47.2K as of Q2 2026.
Medallion Wealth Advisors left its Capital Group Core Equity ETF share count unchanged in Q2 2026.
Capital Group Core Equity ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #480 holding.
Medallion Wealth Advisors first reported a position in Capital Group Core Equity ETF in Q4 2024 and has held it in 7 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.