Procyon Advisors
CGUS icon

Procyon Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History

Procyon Advisors’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 		$571K Sell
12,838
-110
-0.8% -$4.93K 0.02% 339
2026
Q2 		$576K Sell
12,948
-10
-0.1% -$428 0.02% 342
2026
Q1 		$498K Buy
12,958
+80
+0.6% +$3.22K 0.02% 351
2025
Q4 		$518K Buy
12,878
+416
+3% +$16.6K 0.03% 336
2025
Q3 		$493K Sell
12,462
-4,263
-25% -$164K 0.03% 318
2025
Q2 		$618K Buy
16,725
+40
+0.2% +$1.36K 0.06% 252
2025
Q1 		$557K Sell
16,685
-876
-5% -$30.8K 0.03% 352
2024
Q4 		$614K Sell
17,561
-1,550
-8% -$54.3K 0.04% 301
2024
Q3 		$655K Sell
19,111
-161
-0.8% -$5.32K 0.04% 289
2024
Q2 		$622K Sell
19,272
-33,440
-63% -$1.04M 0.05% 283
2024
Q1 		$1.64M Sell
52,712
-88,235
-63% -$2.62M 0.13% 173
2023
Q4 		$3.99M Sell
140,947
-1,914
-1% -$50.4K 0.34% 70
2023
Q3 		$3.59M Buy
142,861
+14,003
+11% +$363K 0.37% 67
2023
Q2 		$3.31M Sell
128,858
-1,225
-0.9% -$29.9K 0.42% 54
2023
Q1 		$3.08M Buy
130,083
+3,197
+3% +$74.6K 0.51% 42
2022
Q4 		$2.85M Buy
126,886
+5,146
+4% +$114K 0.52% 41
2022
Q3 		$2.48M Buy
121,740
+4,793
+4% +$108K 0.61% 36
2022
Q2 		$2.54M Buy
+116,947
New +$2.74M 0.56% 38

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

Procyon Advisors's CGUS Position: Q3 2026 in Review

Procyon Advisors reduced its Capital Group Core Equity ETF (CGUS) stake by 0.85% in Q3 2026, selling an estimated $4.93K and leaving 12,838 shares worth $571K. The position accounts for 0.02% of the portfolio, ranked #339.

Procyon Advisors first reported a position in CGUS in Q2 2022 and has held it in 18 quarters since. The position peaked at $3.99M in Q4 2023. 138 funds tracked by Wall St. Rank hold CGUS as of Q3 2026.

  • Procyon Advisors held 12,838 shares of Capital Group Core Equity ETF worth $571K as of Q3 2026.
  • Procyon Advisors sold 110 Capital Group Core Equity ETF shares in Q3 2026, an estimated $4.93K.
  • Capital Group Core Equity ETF made up 0.02% of Procyon Advisors's portfolio in Q3 2026, its #339 holding.
  • Procyon Advisors first reported a position in Capital Group Core Equity ETF in Q2 2022 and has held it in 18 quarters since.
  • Procyon Advisors's Capital Group Core Equity ETF position peaked at $3.99M in Q4 2023.
  • 138 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q3 2026.

Based on Procyon Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.