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

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

Olistico Wealth's CGUS Position: Q2 2026 in Review

Olistico Wealth increased its Capital Group Core Equity ETF (CGUS) stake by 0.01% in Q2 2026, buying an estimated $428 and bringing the position to 68,298 shares worth $3.04M. The position accounts for 1.3% of the portfolio, ranked #20.

Olistico Wealth first reported a position in CGUS in Q2 2023 and has held it in 13 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Olistico Wealth held 68,298 shares of Capital Group Core Equity ETF worth $3.04M as of Q2 2026.
Olistico Wealth bought 10 Capital Group Core Equity ETF shares in Q2 2026, an estimated $428.
Capital Group Core Equity ETF made up 1.3% of Olistico Wealth's portfolio in Q2 2026, its #20 holding.
Olistico Wealth first reported a position in Capital Group Core Equity ETF in Q2 2023 and has held it in 13 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.