RK
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
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 $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return