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ORG Partners’s Capital Group Core Equity ETF CGUS Stock Holding History

ORG Partners’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
2025
Q4 		$1.54M Buy
38,309
+23,970
+167% +$957K 0.27% 78
2025
Q3 		$647K Buy
14,339
+5,191
+57% +$199K 0.12% 167
2025
Q2 		$337K Buy
9,148
+8,131
+800% +$277K 0.07% 232
2025
Q1 		$34.1K Sell
1,017
-1,977
-66% -$69.5K 0.01% 569
2024
Q4 		$105K Buy
+2,994
New +$105K 0.01% 414

Other funds holding CGUS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

ORG Partners's CGUS Position: Q4 2025 in Review

ORG Partners increased its Capital Group Core Equity ETF (CGUS) stake by 167% in Q4 2025, buying an estimated $957K and bringing the position to 38,309 shares worth $1.54M. The position accounts for 0.27% of the portfolio, ranked #78.

ORG Partners first reported a position in CGUS in Q4 2024 and has held it in 5 quarters since. 396 funds tracked by Wall St. Rank hold CGUS as of Q4 2025.

  • ORG Partners held 38,309 shares of Capital Group Core Equity ETF worth $1.54M as of Q4 2025.
  • ORG Partners bought 23,970 Capital Group Core Equity ETF shares in Q4 2025, an estimated $957K.
  • Capital Group Core Equity ETF made up 0.27% of ORG Partners's portfolio in Q4 2025, its #78 holding.
  • ORG Partners first reported a position in Capital Group Core Equity ETF in Q4 2024 and has held it in 5 quarters since.
  • 396 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.