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 Q3	$284K	Buy	6,374 +269	+4%	+$12.1K	0.01%	334
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 $468B AUM 17.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Capital Group Private Client Services Los Angeles, California $7.08B AUM 18.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Root Financial Partners's CGUS Position: Q3 2026 in Review

Root Financial Partners increased its Capital Group Core Equity ETF (CGUS) stake by 4.4% in Q3 2026, buying an estimated $12.1K and bringing the position to 6,374 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #334.

Root Financial Partners first reported a position in CGUS in Q3 2025 and has held it in 5 quarters since. 386 funds tracked by Wall St. Rank hold CGUS as of Q3 2026.

Root Financial Partners held 6,374 shares of Capital Group Core Equity ETF worth $284K as of Q3 2026.
Root Financial Partners bought 269 Capital Group Core Equity ETF shares in Q3 2026, an estimated $12.1K.
Capital Group Core Equity ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #334 holding.
Root Financial Partners first reported a position in Capital Group Core Equity ETF in Q3 2025 and has held it in 5 quarters since.
386 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.