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CGUS icon

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
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

AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return
GSC
G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return
IAS
Investment Advisory Services The Woodlands, Texas $347M AUM 23.74% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return