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

TCFG 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	$1.52M	Buy	39,483 +5,616	+17%	+$226K	0.57%	40
2025 Q4	$1.36M	Buy	33,867 +2,601	+8%	+$104K	0.53%	43
2025 Q3	$1.24M	Buy	31,266 +4,240	+16%	+$163K	0.49%	45
2025 Q2	$998K	Buy	27,026 +13,324	+97%	+$454K	0.45%	55
2025 Q1	$458K	Hold	13,702	–	–	0.23%	109
2024 Q4	$479K	Buy	13,702 +573	+4%	+$20.1K	0.24%	104
2024 Q3	$450K	Buy	+13,129	New	+$434K	0.23%	105

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

TCFG Wealth Management increased its Capital Group Core Equity ETF (CGUS) stake by 17% in Q1 2026, buying an estimated $226K and bringing the position to 39,483 shares worth $1.52M. The position accounts for 0.57% of the portfolio, ranked #40.

TCFG Wealth Management first reported a position in CGUS in Q3 2024 and has held it in 7 quarters since. 410 funds tracked by Wall St. Rank hold CGUS as of Q1 2026.

TCFG Wealth Management held 39,483 shares of Capital Group Core Equity ETF worth $1.52M as of Q1 2026.
TCFG Wealth Management bought 5,616 Capital Group Core Equity ETF shares in Q1 2026, an estimated $226K.
Capital Group Core Equity ETF made up 0.57% of TCFG Wealth Management's portfolio in Q1 2026, its #40 holding.
TCFG Wealth Management first reported a position in Capital Group Core Equity ETF in Q3 2024 and has held it in 7 quarters since.
410 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.