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

Olistico Wealth’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 		$3.04M Buy
68,306
+8
+0% +$359 1.27% 19
2026
Q2 		$3.04M Buy
68,298
+10
+0% +$428 1.3% 20
2026
Q1 		$2.62M Hold
68,288
– – 1.29% 20
2025
Q4 		$2.75M Buy
68,288
+21
+0% +$839 1.34% 17
2025
Q3 		$2.7M Buy
68,267
+11
+0% +$422 1.43% 18
2025
Q2 		$2.52M Buy
68,256
+12
+0% +$409 1.4% 16
2025
Q1 		$2.28M Sell
68,244
-1
-0% -$35 1.41% 16
2024
Q4 		$2.39M Buy
68,245
+25
+0% +$876 1.39% 16
2024
Q3 		$2.34M Buy
68,220
+10
+0% +$330 1.43% 17
2024
Q2 		$2.2M Buy
68,210
+10
+0% +$312 1.4% 14
2024
Q1 		$2.13M Hold
68,200
– – 1.53% 14
2023
Q4 		$1.93M Hold
68,200
– – 1.51% 14
2023
Q3 		$1.71M Hold
68,200
– – 1.53% 13
2023
Q2 		$1.75M Buy
+68,200
New +$1.67M 1.5% 14

Other funds holding CGUS

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

Olistico Wealth's CGUS Position: Q3 2026 in Review

Olistico Wealth increased its Capital Group Core Equity ETF (CGUS) stake by 0.01% in Q3 2026, buying an estimated $359 and bringing the position to 68,306 shares worth $3.04M. The position accounts for 1.27% of the portfolio, ranked #19.

Olistico Wealth first reported a position in CGUS in Q2 2023 and has held it in 14 quarters since. 21 funds tracked by Wall St. Rank hold CGUS as of Q3 2026.

  • Olistico Wealth held 68,306 shares of Capital Group Core Equity ETF worth $3.04M as of Q3 2026.
  • Olistico Wealth bought 8 Capital Group Core Equity ETF shares in Q3 2026, an estimated $359.
  • Capital Group Core Equity ETF made up 1.27% of Olistico Wealth's portfolio in Q3 2026, its #19 holding.
  • Olistico Wealth first reported a position in Capital Group Core Equity ETF in Q2 2023 and has held it in 14 quarters since.
  • 21 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.