Private Client Services’s Capital Group Core Equity ETF CGUS Stock Holding History

Private Client Services’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	$1.48M	Buy	+33,294	New	+$1.42M	0.39%	56
2025 Q1	–	Sell	-5,727	Closed	-$200K	–	189
2024 Q4	$200K	Buy	+5,727	New	+$201K	0.11%	184

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

Private Client Services's CGUS Position: Q2 2026 in Review

Private Client Services opened a new position in Capital Group Core Equity ETF (CGUS) in Q2 2026: 33,294 shares worth $1.48M. The stake represents 0.39% of the portfolio and ranks #56 among its holdings. This is a return to the name: Private Client Services previously reported a position in CGUS as recently as Q4 2024.

Private Client Services first reported a position in CGUS in Q4 2024 and has held it in 2 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Private Client Services held 33,294 shares of Capital Group Core Equity ETF worth $1.48M as of Q2 2026.
Capital Group Core Equity ETF was a new Private Client Services position in Q2 2026.
Capital Group Core Equity ETF made up 0.39% of Private Client Services's portfolio in Q2 2026, its #56 holding.
Private Client Services first reported a position in Capital Group Core Equity ETF in Q4 2024 and has held it in 2 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.