Premier Path Wealth Partners’s Capital Group Core Equity ETF CGUS Stock Holding History

Premier Path Wealth Partners’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
2025 Q4	–	Sell	-33,077	Closed	-$1.31M	–	402
2025 Q3	$1.31M	Buy	33,077 +364	+1%	+$14K	0.17%	131
2025 Q2	$1.21M	Hold	32,713	–	–	0.17%	145
2025 Q1	$1.09M	Sell	32,713 -1,766	-5%	-$62K	0.17%	151
2024 Q4	$1.21M	Hold	34,479	–	–	0.18%	131
2024 Q3	$1.18M	Hold	34,479	–	–	0.19%	139
2024 Q2	$1.11M	Buy	+34,479	New	+$1.08M	0.19%	131

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Premier Path Wealth Partners's CGUS Position: Q4 2025 in Review

Premier Path Wealth Partners sold out of Capital Group Core Equity ETF (CGUS) in Q4 2025, closing a stake of 33,077 shares — an estimated $1.31M sold.

Premier Path Wealth Partners first reported a position in CGUS in Q2 2024 and held it in 6 quarters. The position peaked at $1.31M in Q3 2025. 396 funds tracked by Wall St. Rank hold CGUS as of Q4 2025.

Premier Path Wealth Partners reported no remaining Capital Group Core Equity ETF position as of Q4 2025 after selling out during the quarter.
Premier Path Wealth Partners sold 33,077 Capital Group Core Equity ETF shares in Q4 2025, an estimated $1.31M.
Premier Path Wealth Partners first reported a position in Capital Group Core Equity ETF in Q2 2024 and held it in 6 quarters.
Premier Path Wealth Partners's Capital Group Core Equity ETF position peaked at $1.31M in Q3 2025.
396 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q4 2025.

Based on Premier Path Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.