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

Merited Wealth’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	$787K	Sell	17,689 -46,935	-73%	-$2.01M	0.56%	35
2026 Q1	$2.48M	Sell	64,624 -2,767	-4%	-$111K	2.06%	20
2025 Q4	$2.71M	Buy	+67,391	New	+$2.69M	2.51%	12

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

Merited Wealth's CGUS Position: Q2 2026 in Review

Merited Wealth reduced its Capital Group Core Equity ETF (CGUS) stake by 73% in Q2 2026, selling an estimated $2.01M and leaving 17,689 shares worth $787K. The position accounts for 0.56% of the portfolio, ranked #35.

Merited Wealth first reported a position in CGUS in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.71M in Q4 2025. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Merited Wealth held 17,689 shares of Capital Group Core Equity ETF worth $787K as of Q2 2026.
Merited Wealth sold 46,935 Capital Group Core Equity ETF shares in Q2 2026, an estimated $2.01M.
Capital Group Core Equity ETF made up 0.56% of Merited Wealth's portfolio in Q2 2026, its #35 holding.
Merited Wealth first reported a position in Capital Group Core Equity ETF in Q4 2025 and has held it in 3 quarters since.
Merited Wealth's Capital Group Core Equity ETF position peaked at $2.71M in Q4 2025.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

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