Rockefeller Capital Management’s Capital Group Core Equity ETF CGUS Stock Holding History

Rockefeller Capital Management’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	$3.1M	Buy	69,606 +3,325	+5%	+$142K	﹤0.01%	1182
2026 Q1	$2.55M	Buy	66,281 +837	+1%	+$33.7K	﹤0.01%	1200
2025 Q4	$2.63M	Buy	65,444 +11,387	+21%	+$455K	﹤0.01%	1135
2025 Q3	$2.14M	Buy	54,057 +40,159	+289%	+$1.54M	﹤0.01%	1133
2025 Q2	$513K	Buy	+13,898	New	+$473K	﹤0.01%	1549
2023 Q1	–	Sell	-4,024	Closed	-$90K	–	2290
2022 Q4	$90K	Buy	4,024 +2,024	+101%	+$45K	﹤0.01%	2084
2022 Q3	$40K	Buy	+2,000	New	+$44.9K	﹤0.01%	2463

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

Rockefeller Capital Management's CGUS Position: Q2 2026 in Review

Rockefeller Capital Management increased its Capital Group Core Equity ETF (CGUS) stake by 5% in Q2 2026, buying an estimated $142K and bringing the position to 69,606 shares worth $3.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1182.

Rockefeller Capital Management first reported a position in CGUS in Q3 2022 and has held it in 7 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Rockefeller Capital Management held 69,606 shares of Capital Group Core Equity ETF worth $3.1M as of Q2 2026.
Rockefeller Capital Management bought 3,325 Capital Group Core Equity ETF shares in Q2 2026, an estimated $142K.
Capital Group Core Equity ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1182 holding.
Rockefeller Capital Management first reported a position in Capital Group Core Equity ETF in Q3 2022 and has held it in 7 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.