Perennial Investment Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History

Perennial Investment Advisors’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	$5.55M	Buy	124,737 +6,562	+6%	+$281K	0.37%	50
2026 Q1	$4.54M	Buy	118,175 +3,926	+3%	+$158K	0.36%	58
2025 Q4	$4.6M	Buy	114,249 +18,812	+20%	+$751K	0.36%	57
2025 Q3	$3.77M	Buy	95,437 +9,324	+11%	+$358K	0.31%	60
2025 Q2	$3.18M	Buy	86,113 +24,655	+40%	+$840K	0.31%	68
2025 Q1	$2.05M	Buy	61,458 +24,484	+66%	+$860K	0.23%	81
2024 Q4	$1.29M	Buy	+36,974	New	+$1.3M	0.15%	117

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

Perennial Investment Advisors's CGUS Position: Q2 2026 in Review

Perennial Investment Advisors increased its Capital Group Core Equity ETF (CGUS) stake by 5.6% in Q2 2026, buying an estimated $281K and bringing the position to 124,737 shares worth $5.55M. The position accounts for 0.37% of the portfolio, ranked #50.

Perennial Investment Advisors first reported a position in CGUS in Q4 2024 and has held it in 7 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Perennial Investment Advisors held 124,737 shares of Capital Group Core Equity ETF worth $5.55M as of Q2 2026.
Perennial Investment Advisors bought 6,562 Capital Group Core Equity ETF shares in Q2 2026, an estimated $281K.
Capital Group Core Equity ETF made up 0.37% of Perennial Investment Advisors's portfolio in Q2 2026, its #50 holding.
Perennial Investment Advisors first reported a position in Capital Group Core Equity ETF in Q4 2024 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 Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.