Summit Wealth Group (Colorado)’s Capital Group Core Equity ETF CGUS Stock Holding History

Summit Wealth Group (Colorado)’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	$1.18M	Sell	26,618 -726	-3%	-$31.1K	0.1%	117
2026 Q1	$1.05M	Buy	27,344 +2,408	+10%	+$97K	0.11%	103
2025 Q4	$1M	Buy	+24,936	New	+$996K	0.13%	97
2025 Q3	–	Sell	-12,396	Closed	-$458K	–	502
2025 Q2	$458K	Buy	+12,396	New	+$422K	0.12%	140

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

Summit Wealth Group (Colorado)'s CGUS Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its Capital Group Core Equity ETF (CGUS) stake by 2.7% in Q2 2026, selling an estimated $31.1K and leaving 26,618 shares worth $1.18M. The position accounts for 0.1% of the portfolio, ranked #117.

Summit Wealth Group (Colorado) first reported a position in CGUS in Q2 2025 and has held it in 4 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Summit Wealth Group (Colorado) held 26,618 shares of Capital Group Core Equity ETF worth $1.18M as of Q2 2026.
Summit Wealth Group (Colorado) sold 726 Capital Group Core Equity ETF shares in Q2 2026, an estimated $31.1K.
Capital Group Core Equity ETF made up 0.1% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #117 holding.
Summit Wealth Group (Colorado) first reported a position in Capital Group Core Equity ETF in Q2 2025 and has held it in 4 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.