Perigon Wealth Management
CGUS icon

Perigon Wealth Management’s Capital Group Core Equity ETF CGUS Stock Holding History

Perigon Wealth Management’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
Q3 		$1.02M Buy
22,954
+4,269
+23% +$191K 0.02% 597
2026
Q2 		$831K Buy
18,685
+1,760
+10% +$75.3K 0.01% 664
2026
Q1 		$650K Buy
16,925
+2,387
+16% +$96.1K 0.01% 672
2025
Q4 		$585K Buy
14,538
+3,374
+30% +$135K 0.01% 719
2025
Q3 		$441K Buy
11,164
+1,790
+19% +$68.7K 0.01% 785
2025
Q2 		$346K Buy
9,374
+898
+11% +$30.6K 0.01% 799
2025
Q1 		$283K Buy
8,476
+224
+3% +$7.87K 0.01% 835
2024
Q4 		$291K Buy
+8,252
New +$289K 0.01% 826

Other funds holding CGUS

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
James T. Borello RIA
James T. Borello RIA East Dundee, Illinois $482M AUM 14.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return
Ergawealth Advisors
Ergawealth Advisors Oak Brook, Illinois $253M AUM 8.74% 1-Year Est. Return
Burford Brothers
Burford Brothers Dallas, Texas $275M AUM 18.76% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Perigon Wealth Management's CGUS Position: Q3 2026 in Review

Perigon Wealth Management increased its Capital Group Core Equity ETF (CGUS) stake by 23% in Q3 2026, buying an estimated $191K and bringing the position to 22,954 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #597.

Perigon Wealth Management first reported a position in CGUS in Q4 2024 and has held it in 8 quarters since. 138 funds tracked by Wall St. Rank hold CGUS as of Q3 2026.

  • Perigon Wealth Management held 22,954 shares of Capital Group Core Equity ETF worth $1.02M as of Q3 2026.
  • Perigon Wealth Management bought 4,269 Capital Group Core Equity ETF shares in Q3 2026, an estimated $191K.
  • Capital Group Core Equity ETF made up 0.02% of Perigon Wealth Management's portfolio in Q3 2026, its #597 holding.
  • Perigon Wealth Management first reported a position in Capital Group Core Equity ETF in Q4 2024 and has held it in 8 quarters since.
  • 138 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.