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 Q2	$272K	Hold	6,105	–	–	0.01%	313
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 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

Root Financial Partners's CGUS Position: Q2 2026 in Review

Root Financial Partners held its Capital Group Core Equity ETF (CGUS) position steady in Q2 2026 at 6,105 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #313.

Root Financial Partners first reported a position in CGUS in Q3 2025 and has held it in 4 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Root Financial Partners held 6,105 shares of Capital Group Core Equity ETF worth $272K as of Q2 2026.
Root Financial Partners left its Capital Group Core Equity ETF share count unchanged in Q2 2026.
Capital Group Core Equity ETF made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #313 holding.
Root Financial Partners first reported a position in Capital Group Core Equity ETF in Q3 2025 and has held it in 4 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.