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 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 $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Medallion Wealth Advisors's CGUS Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Capital Group Core Equity ETF (CGUS) stake by 2.3% in Q1 2026, selling an estimated $1.01K and leaving 1,062 shares worth $40.8K. The position accounts for 0.01% of the portfolio, ranked #511.

Medallion Wealth Advisors first reported a position in CGUS in Q4 2024 and has held it in 6 quarters since. The position peaked at $43.7K in Q4 2025. 409 funds tracked by Wall St. Rank hold CGUS as of Q1 2026.

Medallion Wealth Advisors held 1,062 shares of Capital Group Core Equity ETF worth $40.8K as of Q1 2026.
Medallion Wealth Advisors sold 25 Capital Group Core Equity ETF shares in Q1 2026, an estimated $1.01K.
Capital Group Core Equity ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #511 holding.
Medallion Wealth Advisors first reported a position in Capital Group Core Equity ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's Capital Group Core Equity ETF position peaked at $43.7K in Q4 2025.
409 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.