Siligmueller & Norvid Wealth Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History

Siligmueller & Norvid Wealth Advisors’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
2025 Q3	–	Sell	-57,722	Closed	-$2.17M	–	174
2025 Q2	$2.17M	Sell	57,722 -10,683	-16%	-$364K	0.84%	31
2025 Q1	$2.28M	Sell	68,405 -10,583	-13%	-$372K	0.97%	29
2024 Q4	$2.76M	Buy	+78,988	New	+$2.77M	1.18%	24

Other funds holding CGUS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

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

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

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

CGPCS

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's CGUS Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors sold out of Capital Group Core Equity ETF (CGUS) in Q3 2025, closing a stake of 57,722 shares — an estimated $2.17M sold.

Siligmueller & Norvid Wealth Advisors first reported a position in CGUS in Q4 2024 and held it in 3 quarters. The position peaked at $2.76M in Q4 2024. 347 funds tracked by Wall St. Rank hold CGUS as of Q3 2025.

Siligmueller & Norvid Wealth Advisors reported no remaining Capital Group Core Equity ETF position as of Q3 2025 after selling out during the quarter.
Siligmueller & Norvid Wealth Advisors sold 57,722 Capital Group Core Equity ETF shares in Q3 2025, an estimated $2.17M.
Siligmueller & Norvid Wealth Advisors first reported a position in Capital Group Core Equity ETF in Q4 2024 and held it in 3 quarters.
Siligmueller & Norvid Wealth Advisors's Capital Group Core Equity ETF position peaked at $2.76M in Q4 2024.
347 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.