Meriwether Wealth & Planning’s Capital Group Core Equity ETF CGUS Stock Holding History

Meriwether Wealth & Planning’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 Q3	$11.7K	Buy	+264	New	+$11.8K	0.01%	397

Other funds holding CGUS

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Midwest Heritage Bank West Des Moines, Iowa $342M AUM 9.98% 1-Year Est. Return

James T. Borello East Dundee, Illinois $482M AUM 14.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return

Ergawealth Advisors Oak Brook, Illinois $253M AUM 8.74% 1-Year Est. Return

Meriwether Wealth & Planning's CGUS Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Capital Group Core Equity ETF (CGUS) in Q3 2026: 264 shares worth $11.7K. The stake represents 0.01% of the portfolio and ranks #397 among its holdings.

188 funds tracked by Wall St. Rank hold CGUS as of Q3 2026.

Meriwether Wealth & Planning held 264 shares of Capital Group Core Equity ETF worth $11.7K as of Q3 2026.
Capital Group Core Equity ETF was a new Meriwether Wealth & Planning position in Q3 2026.
Capital Group Core Equity ETF made up 0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #397 holding.
188 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.