RPWA
CGUS icon

Regent Peak Wealth Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History

Regent Peak Wealth 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
Q2 		$422K Sell
9,490
-85
-0.9% -$3.64K 0.08% 116
2026
Q1 		$368K Buy
+9,575
New +$386K 0.08% 118

Other funds holding CGUS

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Regent Peak Wealth Advisors's CGUS Position: Q2 2026 in Review

Regent Peak Wealth Advisors reduced its Capital Group Core Equity ETF (CGUS) stake by 0.89% in Q2 2026, selling an estimated $3.64K and leaving 9,490 shares worth $422K. The position accounts for 0.08% of the portfolio, ranked #116.

Regent Peak Wealth Advisors first reported a position in CGUS in Q1 2026 and has held it in 2 quarters since. 78 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • Regent Peak Wealth Advisors held 9,490 shares of Capital Group Core Equity ETF worth $422K as of Q2 2026.
  • Regent Peak Wealth Advisors sold 85 Capital Group Core Equity ETF shares in Q2 2026, an estimated $3.64K.
  • Capital Group Core Equity ETF made up 0.08% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #116 holding.
  • Regent Peak Wealth Advisors first reported a position in Capital Group Core Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 78 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.