Owen LaRue’s Capital Group Core Equity ETF CGUS Stock Holding History

Owen LaRue’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	$1.09M	Sell	24,499 -791	-3%	-$33.9K	0.38%	61
2026 Q1	$972K	Buy	25,290 +1,247	+5%	+$50.2K	0.37%	59
2025 Q4	$967K	Buy	24,043 +1,114	+5%	+$44.5K	0.37%	61
2025 Q3	$907K	Buy	22,929 +13,445	+142%	+$516K	0.36%	60
2025 Q2	$350K	Buy	9,484 +1,779	+23%	+$60.6K	0.15%	84
2025 Q1	$257K	Buy	+7,705	New	+$271K	0.13%	80
2023 Q4	–	Sell	-8,451	Closed	-$212K	–	75
2023 Q3	$212K	Buy	+8,451	New	+$219K	0.23%	67

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

Owen LaRue's CGUS Position: Q2 2026 in Review

Owen LaRue reduced its Capital Group Core Equity ETF (CGUS) stake by 3.1% in Q2 2026, selling an estimated $33.9K and leaving 24,499 shares worth $1.09M. The position accounts for 0.38% of the portfolio, ranked #61.

Owen LaRue first reported a position in CGUS in Q3 2023 and has held it in 7 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Owen LaRue held 24,499 shares of Capital Group Core Equity ETF worth $1.09M as of Q2 2026.
Owen LaRue sold 791 Capital Group Core Equity ETF shares in Q2 2026, an estimated $33.9K.
Capital Group Core Equity ETF made up 0.38% of Owen LaRue's portfolio in Q2 2026, its #61 holding.
Owen LaRue first reported a position in Capital Group Core Equity ETF in Q3 2023 and has held it in 7 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Owen LaRue's 13F filing for Q2 2026, filed 22 Jul 2026.