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

Saxony 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 		$471K Hold
10,586
– – 0.22% 96
2026
Q1 		$407K Buy
10,586
+2,186
+26% +$88K 0.24% 94
2025
Q4 		$338K Buy
+8,400
New +$335K 0.21% 103

Other funds holding CGUS

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

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

Saxony Capital Management held its Capital Group Core Equity ETF (CGUS) position steady in Q2 2026 at 10,586 shares worth $471K. The position accounts for 0.22% of the portfolio, ranked #96.

Saxony Capital Management first reported a position in CGUS in Q4 2025 and has held it in 3 quarters since. 100 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • Saxony Capital Management held 10,586 shares of Capital Group Core Equity ETF worth $471K as of Q2 2026.
  • Saxony Capital Management left its Capital Group Core Equity ETF share count unchanged in Q2 2026.
  • Capital Group Core Equity ETF made up 0.22% of Saxony Capital Management's portfolio in Q2 2026, its #96 holding.
  • Saxony Capital Management first reported a position in Capital Group Core Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 100 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.