PCG Wealth Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.69M Buy
60,570
+36,373
+150% +$1.56M 0.6% 52
2026
Q1
$930K Buy
+24,197
New +$974K 0.24% 93

Other funds holding CGUS

PCG Wealth Advisors's CGUS Position: Q2 2026 in Review

PCG Wealth Advisors increased its Capital Group Core Equity ETF (CGUS) stake by 150% in Q2 2026, buying an estimated $1.56M and bringing the position to 60,570 shares worth $2.69M. The position accounts for 0.6% of the portfolio, ranked #52.

PCG Wealth Advisors first reported a position in CGUS in Q1 2026 and has held it in 2 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • PCG Wealth Advisors held 60,570 shares of Capital Group Core Equity ETF worth $2.69M as of Q2 2026.
  • PCG Wealth Advisors bought 36,373 Capital Group Core Equity ETF shares in Q2 2026, an estimated $1.56M.
  • Capital Group Core Equity ETF made up 0.6% of PCG Wealth Advisors's portfolio in Q2 2026, its #52 holding.
  • PCG Wealth Advisors first reported a position in Capital Group Core Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.