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

Simplicity Wealth’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	$806K	Sell	18,123 -1,733	-9%	-$74.2K	0.03%	488
2026 Q1	$763K	Buy	19,856 +1,298	+7%	+$52.3K	0.04%	351
2025 Q4	$747K	Sell	18,558 -94	-0.5%	-$3.75K	0.04%	343
2025 Q3	$738K	Sell	18,652 -8,010	-30%	-$308K	0.04%	360
2025 Q2	$985K	Buy	26,662 +14,788	+125%	+$504K	0.04%	331
2025 Q1	$397K	Buy	+11,874	New	+$417K	0.03%	379
2024 Q4	–	Sell	-9,731	Closed	-$334K	–	364
2024 Q3	$334K	Sell	9,731 -67,126	-87%	-$2.22M	0.03%	376
2024 Q2	$2.48M	Buy	76,857 +645	+0.8%	+$20.1K	0.06%	319
2024 Q1	$2.37M	Buy	+76,212	New	+$2.26M	0.06%	319

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

Simplicity Wealth's CGUS Position: Q2 2026 in Review

Simplicity Wealth reduced its Capital Group Core Equity ETF (CGUS) stake by 8.7% in Q2 2026, selling an estimated $74.2K and leaving 18,123 shares worth $806K. The position accounts for 0.03% of the portfolio, ranked #488.

Simplicity Wealth first reported a position in CGUS in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.48M in Q2 2024. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Simplicity Wealth held 18,123 shares of Capital Group Core Equity ETF worth $806K as of Q2 2026.
Simplicity Wealth sold 1,733 Capital Group Core Equity ETF shares in Q2 2026, an estimated $74.2K.
Capital Group Core Equity ETF made up 0.03% of Simplicity Wealth's portfolio in Q2 2026, its #488 holding.
Simplicity Wealth first reported a position in Capital Group Core Equity ETF in Q1 2024 and has held it in 9 quarters since.
Simplicity Wealth's Capital Group Core Equity ETF position peaked at $2.48M in Q2 2024.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

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