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 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 $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return