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 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

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

Perigon Wealth Management's CGUS Position: Q2 2026 in Review

Perigon Wealth Management increased its Capital Group Core Equity ETF (CGUS) stake by 10% in Q2 2026, buying an estimated $75.3K and bringing the position to 18,685 shares worth $831K. The position accounts for 0.01% of the portfolio, ranked #664.

Perigon Wealth Management 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.

Perigon Wealth Management held 18,685 shares of Capital Group Core Equity ETF worth $831K as of Q2 2026.
Perigon Wealth Management bought 1,760 Capital Group Core Equity ETF shares in Q2 2026, an estimated $75.3K.
Capital Group Core Equity ETF made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #664 holding.
Perigon Wealth Management 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 Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.