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CGUS icon

Rather & Kittrell’s Capital Group Core Equity ETF CGUS Stock Holding History

Rather & Kittrell’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 		$828K Sell
18,621
-709
-4% -$30.3K 0.12% 61
2026
Q1 		$743K Hold
19,330
– – 0.11% 64
2025
Q4 		$778K Hold
19,330
– – 0.13% 61
2025
Q3 		$764K Buy
19,330
+9,266
+92% +$356K 0.13% 57
2025
Q2 		$372K Buy
10,064
+80
+0.8% +$2.73K 0.07% 71
2025
Q1 		$333K Buy
9,984
+950
+11% +$33.4K 0.07% 72
2024
Q4 		$316K Buy
9,034
+436
+5% +$15.3K 0.07% 71
2024
Q3 		$295K Hold
8,598
– – 0.07% 74
2024
Q2 		$277K Buy
+8,598
New +$268K 0.08% 70

Other funds holding CGUS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Capital International Investors
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rather & Kittrell's CGUS Position: Q2 2026 in Review

Rather & Kittrell reduced its Capital Group Core Equity ETF (CGUS) stake by 3.7% in Q2 2026, selling an estimated $30.3K and leaving 18,621 shares worth $828K. The position accounts for 0.12% of the portfolio, ranked #61.

Rather & Kittrell first reported a position in CGUS in Q2 2024 and has held it in 9 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • Rather & Kittrell held 18,621 shares of Capital Group Core Equity ETF worth $828K as of Q2 2026.
  • Rather & Kittrell sold 709 Capital Group Core Equity ETF shares in Q2 2026, an estimated $30.3K.
  • Capital Group Core Equity ETF made up 0.12% of Rather & Kittrell's portfolio in Q2 2026, its #61 holding.
  • Rather & Kittrell first reported a position in Capital Group Core Equity ETF in Q2 2024 and has held it in 9 quarters since.
  • 442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Rather & Kittrell's 13F filing for Q2 2026, filed 12 Aug 2026.