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 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%	+$1,000K	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

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

Seamount Financial Group's CGUS Position: Q2 2026 in Review

Seamount Financial Group increased its Capital Group Core Equity ETF (CGUS) stake by 9.1% in Q2 2026, buying an estimated $418K and bringing the position to 117,067 shares worth $5.21M. The position accounts for 2.1% of the portfolio, ranked #11.

Seamount Financial Group first reported a position in CGUS in Q4 2023 and has held it in 11 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Seamount Financial Group held 117,067 shares of Capital Group Core Equity ETF worth $5.21M as of Q2 2026.
Seamount Financial Group bought 9,763 Capital Group Core Equity ETF shares in Q2 2026, an estimated $418K.
Capital Group Core Equity ETF made up 2.1% of Seamount Financial Group's portfolio in Q2 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 11 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.