Synergy Investment Management’s Capital Group Core Equity ETF CGUS Stock Holding History

Synergy Investment 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	$265K	Buy	5,948 +997	+20%	+$42.7K	0.06%	144
2026 Q1	$190K	Buy	+4,951	New	+$199K	0.06%	139
2025 Q2	–	Sell	-2,885	Closed	-$96.4K	–	155
2025 Q1	$96.4K	Buy	2,885 +1,450	+101%	+$50.9K	0.04%	176
2024 Q4	$50.2K	Buy	+1,435	New	+$50.3K	0.02%	240

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

Synergy Investment Management's CGUS Position: Q2 2026 in Review

Synergy Investment Management increased its Capital Group Core Equity ETF (CGUS) stake by 20% in Q2 2026, buying an estimated $42.7K and bringing the position to 5,948 shares worth $265K. The position accounts for 0.06% of the portfolio, ranked #144.

Synergy Investment Management first reported a position in CGUS in Q4 2024 and has held it in 4 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Synergy Investment Management held 5,948 shares of Capital Group Core Equity ETF worth $265K as of Q2 2026.
Synergy Investment Management bought 997 Capital Group Core Equity ETF shares in Q2 2026, an estimated $42.7K.
Capital Group Core Equity ETF made up 0.06% of Synergy Investment Management's portfolio in Q2 2026, its #144 holding.
Synergy Investment Management first reported a position in Capital Group Core Equity ETF in Q4 2024 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 Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.