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

National Wealth Management Group’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	$324K	Sell	7,283 -350	-5%	-$15K	0.1%	160
2026 Q1	$293K	Sell	7,633 -280	-4%	-$11.3K	0.11%	163
2025 Q4	$318K	Hold	7,913	–	–	0.11%	177
2025 Q3	$313K	Sell	7,913 -521	-6%	-$20K	0.12%	181
2025 Q2	$311K	Sell	8,434 -1,125	-12%	-$38.3K	0.17%	128
2025 Q1	$319K	Sell	9,559 -40	-0.4%	-$1.41K	0.21%	110
2024 Q4	$336K	Buy	9,599 +200	+2%	+$7.01K	0.22%	98
2024 Q3	$322K	Buy	9,399 +30	+0.3%	+$991	0.22%	110
2024 Q2	$302K	Sell	9,369 -165	-2%	-$5.15K	0.23%	99
2024 Q1	$297K	Sell	9,534 -50	-0.5%	-$1.48K	0.23%	109
2023 Q4	$271K	Buy	9,584 +65	+0.7%	+$1.71K	0.26%	108
2023 Q3	$239K	Hold	9,519	–	–	0.26%	111
2023 Q2	$250K	Hold	9,519	–	–	0.26%	109
2023 Q1	$229K	Buy	9,519 +84	+0.9%	+$1.96K	0.26%	119
2022 Q4	$212K	Buy	+9,435	New	+$210K	0.25%	125

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

National Wealth Management Group's CGUS Position: Q2 2026 in Review

National Wealth Management Group reduced its Capital Group Core Equity ETF (CGUS) stake by 4.6% in Q2 2026, selling an estimated $15K and leaving 7,283 shares worth $324K. The position accounts for 0.1% of the portfolio, ranked #160.

National Wealth Management Group first reported a position in CGUS in Q4 2022 and has held it in 15 quarters since. The position peaked at $336K in Q4 2024. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

National Wealth Management Group held 7,283 shares of Capital Group Core Equity ETF worth $324K as of Q2 2026.
National Wealth Management Group sold 350 Capital Group Core Equity ETF shares in Q2 2026, an estimated $15K.
Capital Group Core Equity ETF made up 0.1% of National Wealth Management Group's portfolio in Q2 2026, its #160 holding.
National Wealth Management Group first reported a position in Capital Group Core Equity ETF in Q4 2022 and has held it in 15 quarters since.
National Wealth Management Group's Capital Group Core Equity ETF position peaked at $336K in Q4 2024.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.