Simplex Trading
CGUS icon

Simplex Trading’s Capital Group Core Equity ETF CGUS Stock Holding History

Simplex Trading’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
-2,886
Closed -$106K – 9144
2025
Q2 		$106K Buy
2,886
+1,804
+167% +$61.5K ﹤0.01% 5173
2025
Q1 		$36K Sell
1,082
-77
-7% -$2.71K ﹤0.01% 6086
2024
Q4 		$40K Buy
+1,159
New +$40.6K ﹤0.01% 6091

Other funds holding CGUS

LPL Financial
LPL Financial San Diego, California $377B 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jones Financial Companies
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Simplex Trading's CGUS Position: Q3 2025 in Review

Simplex Trading sold out of Capital Group Core Equity ETF (CGUS) in Q3 2025, closing a stake of 2,886 shares — an estimated $106K sold.

Simplex Trading first reported a position in CGUS in Q4 2024 and held it in 3 quarters. The position peaked at $106K in Q2 2025. 347 funds tracked by Wall St. Rank hold CGUS as of Q3 2025.

  • Simplex Trading reported no remaining Capital Group Core Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Simplex Trading sold 2,886 Capital Group Core Equity ETF shares in Q3 2025, an estimated $106K.
  • Simplex Trading first reported a position in Capital Group Core Equity ETF in Q4 2024 and held it in 3 quarters.
  • Simplex Trading's Capital Group Core Equity ETF position peaked at $106K in Q2 2025.
  • 347 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q3 2025.

Based on Simplex Trading's 13F filing for Q3 2025, filed 12 Nov 2025.