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CGUS icon

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

&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
2026
Q2 		$54.2M Sell
1,217,530
-62,040
-5% -$2.65M 0.22% 87
2026
Q1 		$49.2M Buy
1,279,570
+101,003
+9% +$4.07M 0.24% 85
2025
Q4 		$47.4M Buy
1,178,567
+634,225
+117% +$25.3M 0.25% 83
2025
Q3 		$21.5M Buy
544,342
+87,747
+19% +$3.37M 0.14% 143
2025
Q2 		$16.9M Buy
456,595
+80,438
+21% +$2.74M 0.13% 159
2025
Q1 		$12.5M Buy
376,157
+93,947
+33% +$3.3M 0.13% 147
2024
Q4 		$9.89M Buy
282,210
+35,629
+14% +$1.25M 0.12% 172
2024
Q3 		$8.46M Sell
246,581
-5,417
-2% -$179K 0.16% 141
2024
Q2 		$8.13M Buy
251,998
+7,420
+3% +$232K 0.36% 68
2024
Q1 		$7.59M Buy
244,578
+32,734
+15% +$970K 1.05% 15
2023
Q4 		$6M Sell
211,844
-10,097
-5% -$266K 1.46% 11
2023
Q3 		$5.58M Buy
221,941
+5,970
+3% +$155K 2.6% 10
2023
Q2 		$5.55M Buy
215,971
+8,037
+4% +$196K 2.48% 11
2023
Q1 		$5.01M Buy
207,934
+1,999
+1% +$46.6K 2.41% 11
2022
Q4 		$4.63M Buy
205,935
+131,621
+177% +$2.92M 2.3% 11
2022
Q3 		$1.53M Buy
74,314
+43,808
+144% +$984K 0.89% 22
2022
Q2 		$760K Buy
+30,506
New +$715K 0.44% 53

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Capital International Investors
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

&Partners's CGUS Position: Q2 2026 in Review

&Partners reduced its Capital Group Core Equity ETF (CGUS) stake by 4.8% in Q2 2026, selling an estimated $2.65M and leaving 1,217,530 shares worth $54.2M. The position accounts for 0.22% of the portfolio, ranked #87.

&Partners first reported a position in CGUS in Q2 2022 and has held it in 17 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • &Partners held 1,217,530 shares of Capital Group Core Equity ETF worth $54.2M as of Q2 2026.
  • &Partners sold 62,040 Capital Group Core Equity ETF shares in Q2 2026, an estimated $2.65M.
  • Capital Group Core Equity ETF made up 0.22% of &Partners's portfolio in Q2 2026, its #87 holding.
  • &Partners first reported a position in Capital Group Core Equity ETF in Q2 2022 and has held it in 17 quarters since.
  • 442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.