Sagespring Wealth Partners’s Capital Group Core Equity ETF CGUS Stock Holding History

Sagespring Wealth 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	$12.3M	Sell	276,431 -3,660	-1%	-$157K	0.19%	68
2026 Q1	$10.8M	Buy	280,091 +68,105	+32%	+$2.74M	0.2%	68
2025 Q4	$8.53M	Buy	211,986 +19,723	+10%	+$788K	0.15%	79
2025 Q3	$7.6M	Buy	192,263 +6,792	+4%	+$261K	0.15%	79
2025 Q2	$6.85M	Buy	185,471 +13,964	+8%	+$476K	0.15%	82
2025 Q1	$5.73M	Sell	171,507 -45,768	-21%	-$1.61M	0.14%	79
2024 Q4	$7.6M	Buy	+217,275	New	+$7.62M	0.2%	57

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

Sagespring Wealth Partners's CGUS Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Capital Group Core Equity ETF (CGUS) stake by 1.3% in Q2 2026, selling an estimated $157K and leaving 276,431 shares worth $12.3M. The position accounts for 0.19% of the portfolio, ranked #68.

Sagespring Wealth Partners first reported a position in CGUS in Q4 2024 and has held it in 7 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Sagespring Wealth Partners held 276,431 shares of Capital Group Core Equity ETF worth $12.3M as of Q2 2026.
Sagespring Wealth Partners sold 3,660 Capital Group Core Equity ETF shares in Q2 2026, an estimated $157K.
Capital Group Core Equity ETF made up 0.19% of Sagespring Wealth Partners's portfolio in Q2 2026, its #68 holding.
Sagespring Wealth Partners first reported a position in Capital Group Core Equity ETF in Q4 2024 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 Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.