NewEdge Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History

NewEdge Advisors’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 Q1	$43.6M	Buy	1,135,407 +106,249	+10%	+$4.28M	0.16%	132
2025 Q4	$41.4M	Buy	1,029,158 +136,788	+15%	+$5.46M	0.15%	136
2025 Q3	$35.3M	Buy	892,370 +65,948	+8%	+$2.53M	0.16%	120
2025 Q2	$30.5M	Sell	826,422 -179,239	-18%	-$6.11M	0.16%	127
2025 Q1	$33.6M	Buy	1,005,661 +96,148	+11%	+$3.38M	0.2%	106
2024 Q4	$31.8M	Buy	909,513 +135,049	+17%	+$4.73M	0.19%	112
2024 Q3	$26.5M	Buy	774,464 +132,101	+21%	+$4.36M	0.17%	126
2024 Q2	$20.7M	Buy	642,363 +197,479	+44%	+$6.17M	0.15%	137
2024 Q1	$13.9M	Buy	444,884 +199,557	+81%	+$5.91M	0.12%	178
2023 Q4	$6.96M	Buy	245,327 +68,780	+39%	+$1.81M	0.07%	280
2023 Q3	$4.43M	Buy	176,547 +15,198	+9%	+$394K	0.05%	351
2023 Q2	$4.14M	Buy	161,349 +23,875	+17%	+$583K	0.05%	369
2023 Q1	$3.26M	Buy	137,474 +31,566	+30%	+$736K	0.04%	394
2022 Q4	$164K	Buy	105,908 +41,112	+63%	+$913K	﹤0.01%	1251
2022 Q3	$1.32M	Buy	+64,796	New	+$1.46M	0.02%	546

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

NewEdge Advisors's CGUS Position: Q1 2026 in Review

NewEdge Advisors increased its Capital Group Core Equity ETF (CGUS) stake by 10% in Q1 2026, buying an estimated $4.28M and bringing the position to 1,135,407 shares worth $43.6M. The position accounts for 0.16% of the portfolio, ranked #132.

NewEdge Advisors first reported a position in CGUS in Q3 2022 and has held it in 15 quarters since. 409 funds tracked by Wall St. Rank hold CGUS as of Q1 2026.

NewEdge Advisors held 1,135,407 shares of Capital Group Core Equity ETF worth $43.6M as of Q1 2026.
NewEdge Advisors bought 106,249 Capital Group Core Equity ETF shares in Q1 2026, an estimated $4.28M.
Capital Group Core Equity ETF made up 0.16% of NewEdge Advisors's portfolio in Q1 2026, its #132 holding.
NewEdge Advisors first reported a position in Capital Group Core Equity ETF in Q3 2022 and has held it in 15 quarters since.
409 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.