Seamount Financial Group
CGUS icon

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

Seamount Financial Group’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 		$5.62M Buy
126,314
+9,247
+8% +$415K 2.21% 11
2026
Q2 		$5.21M Buy
117,067
+9,763
+9% +$418K 2.1% 11
2026
Q1 		$4.12M Buy
107,304
+11,936
+13% +$481K 1.86% 13
2025
Q4 		$3.84M Buy
95,368
+5,728
+6% +$229K 1.74% 14
2025
Q3 		$3.54M Buy
89,640
+4,223
+5% +$162K 1.67% 17
2025
Q2 		$3.15M Buy
85,417
+8,803
+11% +$300K 1.62% 16
2025
Q1 		$2.56M Buy
76,614
+6,749
+10% +$237K 1.74% 17
2024
Q4 		$2.44M Buy
69,865
+28,524
+69% +$1000K 1.69% 16
2024
Q3 		$1.42M Buy
41,341
+8,465
+26% +$280K 1.07% 24
2024
Q2 		$1.06M Buy
32,876
+9,987
+44% +$312K 0.86% 30
2024
Q1 		$713K Buy
22,889
+5,882
+35% +$174K 0.63% 44
2023
Q4 		$481K Buy
+17,007
New +$448K 0.46% 54

Other funds holding CGUS

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Midwest Heritage Bank
Midwest Heritage Bank West Des Moines, Iowa $342M AUM 9.98% 1-Year Est. Return
James T. Borello RIA
James T. Borello RIA East Dundee, Illinois $482M AUM 14.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return
Ergawealth Advisors
Ergawealth Advisors Oak Brook, Illinois $253M AUM 8.74% 1-Year Est. Return
Burford Brothers
Burford Brothers Dallas, Texas $275M AUM 18.76% 1-Year Est. Return

Seamount Financial Group's CGUS Position: Q3 2026 in Review

Seamount Financial Group increased its Capital Group Core Equity ETF (CGUS) stake by 7.9% in Q3 2026, buying an estimated $415K and bringing the position to 126,314 shares worth $5.62M. The position accounts for 2.21% of the portfolio, ranked #11.

Seamount Financial Group first reported a position in CGUS in Q4 2023 and has held it in 12 quarters since. 152 funds tracked by Wall St. Rank hold CGUS as of Q3 2026.

  • Seamount Financial Group held 126,314 shares of Capital Group Core Equity ETF worth $5.62M as of Q3 2026.
  • Seamount Financial Group bought 9,247 Capital Group Core Equity ETF shares in Q3 2026, an estimated $415K.
  • Capital Group Core Equity ETF made up 2.21% of Seamount Financial Group's portfolio in Q3 2026, its #11 holding.
  • Seamount Financial Group first reported a position in Capital Group Core Equity ETF in Q4 2023 and has held it in 12 quarters since.
  • 152 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q3 2026.

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