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

Pines 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	$2.45M	Sell	55,170 -1,146	-2%	-$49K	0.71%	30
2026 Q1	$2.16M	Sell	56,316 -6,285	-10%	-$253K	0.7%	29
2025 Q4	$2.52M	Buy	62,601 +671	+1%	+$26.8K	0.81%	25
2025 Q3	$2.45M	Sell	61,930 -2,920	-5%	-$112K	0.82%	25
2025 Q2	$2.43M	Buy	64,850 +4,604	+8%	+$157K	0.86%	26
2025 Q1	$1.8M	Buy	60,246 +8,802	+17%	+$309K	0.83%	27
2024 Q4	$1.78M	Buy	+51,444	New	+$1.8M	0.78%	32

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

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

Pines Wealth Management reduced its Capital Group Core Equity ETF (CGUS) stake by 2% in Q2 2026, selling an estimated $49K and leaving 55,170 shares worth $2.45M. The position accounts for 0.71% of the portfolio, ranked #30.

Pines Wealth Management first reported a position in CGUS in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.52M in Q4 2025. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Pines Wealth Management held 55,170 shares of Capital Group Core Equity ETF worth $2.45M as of Q2 2026.
Pines Wealth Management sold 1,146 Capital Group Core Equity ETF shares in Q2 2026, an estimated $49K.
Capital Group Core Equity ETF made up 0.71% of Pines Wealth Management's portfolio in Q2 2026, its #30 holding.
Pines Wealth Management first reported a position in Capital Group Core Equity ETF in Q4 2024 and has held it in 7 quarters since.
Pines Wealth Management's Capital Group Core Equity ETF position peaked at $2.52M in Q4 2025.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.