Meridian Wealth Management’s Capital Group Core Equity ETF CGUS Stock Holding History

Meridian Wealth Management’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	$2.71M	Sell	60,848 -77	-0.1%	-$3.29K	0.08%	211
2026 Q1	$2.34M	Sell	60,925 -537	-0.9%	-$21.6K	0.08%	211
2025 Q4	$2.47M	Buy	61,462 +3,812	+7%	+$152K	0.09%	197
2025 Q3	$2.28M	Buy	57,650 +8,385	+17%	+$322K	0.09%	197
2025 Q2	$1.82M	Buy	49,265 +14,152	+40%	+$482K	0.08%	216
2025 Q1	$1.17M	Buy	35,113 +14	+0%	+$492	0.06%	262
2024 Q4	$1.23M	Hold	35,099	–	–	0.06%	252
2024 Q3	$1.2M	Buy	35,099 +429	+1%	+$14.2K	0.06%	252
2024 Q2	$1.12M	Buy	+34,670	New	+$1.08M	0.13%	108
2024 Q1	–	Sell	-34,838	Closed	-$986K	–	241
2023 Q4	$986K	Buy	34,838 +14,779	+74%	+$389K	0.06%	264
2023 Q3	$504K	Buy	20,059 +2,847	+17%	+$73.8K	0.03%	369
2023 Q2	$442K	Buy	17,212 +3,198	+23%	+$78.1K	0.04%	348
2023 Q1	$332K	Buy	14,014 +356	+3%	+$8.3K	0.03%	397
2022 Q4	$307K	Buy	13,658 +2,043	+18%	+$45.4K	0.03%	408
2022 Q3	$237K	Buy	+11,615	New	+$261K	0.03%	416

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

Meridian Wealth Management's CGUS Position: Q2 2026 in Review

Meridian Wealth Management reduced its Capital Group Core Equity ETF (CGUS) stake by 0.13% in Q2 2026, selling an estimated $3.29K and leaving 60,848 shares worth $2.71M. The position accounts for 0.08% of the portfolio, ranked #211.

Meridian Wealth Management first reported a position in CGUS in Q3 2022 and has held it in 15 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Meridian Wealth Management held 60,848 shares of Capital Group Core Equity ETF worth $2.71M as of Q2 2026.
Meridian Wealth Management sold 77 Capital Group Core Equity ETF shares in Q2 2026, an estimated $3.29K.
Capital Group Core Equity ETF made up 0.08% of Meridian Wealth Management's portfolio in Q2 2026, its #211 holding.
Meridian Wealth Management first reported a position in Capital Group Core Equity ETF in Q3 2022 and has held it in 15 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.