Norden Group’s Capital Group Core Equity ETF CGUS Stock Holding History

Norden 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	$2.3M	Sell	51,600 -5,290	-9%	-$226K	0.19%	105
2026 Q1	$2.19M	Buy	56,890 +4,380	+8%	+$176K	0.21%	95
2025 Q4	$2.11M	Sell	52,510 -500	-0.9%	-$20K	0.21%	96
2025 Q3	$2.1M	Sell	53,010 -320	-0.6%	-$12.3K	0.21%	95
2025 Q2	$1.97M	Hold	53,330	–	–	0.21%	101
2025 Q1	$1.78M	Buy	53,330 +3,650	+7%	+$128K	0.21%	95
2024 Q4	$1.74M	Buy	49,680 +14,645	+42%	+$513K	0.2%	103
2024 Q3	$1.2M	Buy	+35,035	New	+$1.16M	0.14%	157

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

Norden Group's CGUS Position: Q2 2026 in Review

Norden Group reduced its Capital Group Core Equity ETF (CGUS) stake by 9.3% in Q2 2026, selling an estimated $226K and leaving 51,600 shares worth $2.3M. The position accounts for 0.19% of the portfolio, ranked #105.

Norden Group first reported a position in CGUS in Q3 2024 and has held it in 8 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Norden Group held 51,600 shares of Capital Group Core Equity ETF worth $2.3M as of Q2 2026.
Norden Group sold 5,290 Capital Group Core Equity ETF shares in Q2 2026, an estimated $226K.
Capital Group Core Equity ETF made up 0.19% of Norden Group's portfolio in Q2 2026, its #105 holding.
Norden Group first reported a position in Capital Group Core Equity ETF in Q3 2024 and has held it in 8 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Norden Group's 13F filing for Q2 2026, filed 29 Jul 2026.