NavPoint Financial’s Capital Group Core Equity ETF CGUS Stock Holding History

NavPoint Financial’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	$319K	Buy	7,180 +1,297	+22%	+$55.5K	0.12%	64
2026 Q1	$226K	Hold	5,883	–	–	0.09%	71
2025 Q4	$237K	Buy	5,883 +29	+0.5%	+$1.16K	0.1%	68
2025 Q3	$231K	Buy	5,854 +15	+0.3%	+$576	0.12%	58
2025 Q2	$216K	Buy	+5,839	New	+$199K	0.13%	59

Other funds holding CGUS

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MHB

Midwest Heritage Bank West Des Moines, Iowa $353M AUM 17.98% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

NavPoint Financial's CGUS Position: Q2 2026 in Review

NavPoint Financial increased its Capital Group Core Equity ETF (CGUS) stake by 22% in Q2 2026, buying an estimated $55.5K and bringing the position to 7,180 shares worth $319K. The position accounts for 0.12% of the portfolio, ranked #64.

NavPoint Financial first reported a position in CGUS in Q2 2025 and has held it in 5 quarters since. 257 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

NavPoint Financial held 7,180 shares of Capital Group Core Equity ETF worth $319K as of Q2 2026.
NavPoint Financial bought 1,297 Capital Group Core Equity ETF shares in Q2 2026, an estimated $55.5K.
Capital Group Core Equity ETF made up 0.12% of NavPoint Financial's portfolio in Q2 2026, its #64 holding.
NavPoint Financial first reported a position in Capital Group Core Equity ETF in Q2 2025 and has held it in 5 quarters since.
257 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on NavPoint Financial's 13F filing for Q2 2026, filed 23 Jul 2026.