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

Silverlake Wealth 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	$700K	Buy	15,735 +38	+0.2%	+$1.63K	0.13%	193
2026 Q1	$603K	Buy	15,697 +872	+6%	+$35.1K	0.13%	182
2025 Q4	$596K	Buy	14,825 +459	+3%	+$18.3K	0.13%	175
2025 Q3	$568K	Sell	14,366 -250	-2%	-$9.6K	0.14%	168
2025 Q2	$540K	Sell	14,616 -32	-0.2%	-$1.09K	0.16%	157
2025 Q1	$489K	Hold	14,648	–	–	0.18%	134
2024 Q4	$512K	Sell	14,648 -61	-0.4%	-$2.14K	0.2%	127
2024 Q3	$504K	Buy	14,709 +719	+5%	+$23.8K	0.19%	126
2024 Q2	$451K	Sell	13,990 -39	-0.3%	-$1.22K	0.19%	132
2024 Q1	$437K	Sell	14,029 -1,827	-12%	-$54.2K	0.22%	119
2023 Q4	$449K	Buy	15,856 +129	+0.8%	+$3.4K	0.25%	104
2023 Q3	$395K	Buy	15,727 +837	+6%	+$21.7K	0.22%	124
2023 Q2	$382K	Sell	14,890 -25	-0.2%	-$611	0.21%	124
2023 Q1	$353K	Buy	14,915 +805	+6%	+$18.8K	0.21%	128
2022 Q4	$317K	Buy	14,110 +854	+6%	+$19K	0.2%	132
2022 Q3	$270K	Buy	13,256 +336	+3%	+$7.55K	0.18%	141
2022 Q2	$280K	Buy	+12,920	New	+$303K	0.18%	139

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

Silverlake Wealth Management's CGUS Position: Q2 2026 in Review

Silverlake Wealth Management increased its Capital Group Core Equity ETF (CGUS) stake by 0.24% in Q2 2026, buying an estimated $1.63K and bringing the position to 15,735 shares worth $700K. The position accounts for 0.13% of the portfolio, ranked #193.

Silverlake Wealth Management first reported a position in CGUS in Q2 2022 and has held it in 17 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Silverlake Wealth Management held 15,735 shares of Capital Group Core Equity ETF worth $700K as of Q2 2026.
Silverlake Wealth Management bought 38 Capital Group Core Equity ETF shares in Q2 2026, an estimated $1.63K.
Capital Group Core Equity ETF made up 0.13% of Silverlake Wealth Management's portfolio in Q2 2026, its #193 holding.
Silverlake Wealth Management first reported a position in Capital Group Core Equity ETF in Q2 2022 and has held it in 17 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.