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Root Financial Partners’s Capital Group Core Equity ETF CGUS Stock Holding History

Root Financial Partners’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 		$235K Buy
6,105
+710
+13% +$28.6K 0.01% 304
2025
Q4 		$217K Hold
5,395
– – 0.01% 283
2025
Q3 		$213K Buy
+5,395
New +$207K 0.01% 268

Other funds holding CGUS

LPL Financial
LPL Financial San Diego, California $377B 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 $530B 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

Root Financial Partners's CGUS Position: Q1 2026 in Review

Root Financial Partners increased its Capital Group Core Equity ETF (CGUS) stake by 13% in Q1 2026, buying an estimated $28.6K and bringing the position to 6,105 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #304.

Root Financial Partners first reported a position in CGUS in Q3 2025 and has held it in 3 quarters since. 409 funds tracked by Wall St. Rank hold CGUS as of Q1 2026.

  • Root Financial Partners held 6,105 shares of Capital Group Core Equity ETF worth $235K as of Q1 2026.
  • Root Financial Partners bought 710 Capital Group Core Equity ETF shares in Q1 2026, an estimated $28.6K.
  • Capital Group Core Equity ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #304 holding.
  • Root Financial Partners first reported a position in Capital Group Core Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 409 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.