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

Steelhead 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 Q1	$1.95M	Buy	+50,687	New	+$2.04M	0.99%	29

Other funds holding CGUS

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Steelhead Wealth Management's CGUS Position: Q1 2026 in Review

Steelhead Wealth Management opened a new position in Capital Group Core Equity ETF (CGUS) in Q1 2026: 50,687 shares worth $1.95M. The stake represents 0.99% of the portfolio and ranks #29 among its holdings.

409 funds tracked by Wall St. Rank hold CGUS as of Q1 2026.

Steelhead Wealth Management held 50,687 shares of Capital Group Core Equity ETF worth $1.95M as of Q1 2026.
Capital Group Core Equity ETF was a new Steelhead Wealth Management position in Q1 2026.
Capital Group Core Equity ETF made up 0.99% of Steelhead Wealth Management's portfolio in Q1 2026, its #29 holding.
409 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q1 2026.

Based on Steelhead Wealth Management's 13F filing for Q1 2026, filed 16 Jun 2026.