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

The Wealth Group’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 		$505K Buy
+11,343
New +$485K 0.1% 60

Other funds holding CGUS

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

The Wealth Group's CGUS Position: Q2 2026 in Review

The Wealth Group opened a new position in Capital Group Core Equity ETF (CGUS) in Q2 2026: 11,343 shares worth $505K. The stake represents 0.1% of the portfolio and ranks #60 among its holdings.

66 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • The Wealth Group held 11,343 shares of Capital Group Core Equity ETF worth $505K as of Q2 2026.
  • Capital Group Core Equity ETF was a new The Wealth Group position in Q2 2026.
  • Capital Group Core Equity ETF made up 0.1% of The Wealth Group's portfolio in Q2 2026, its #60 holding.
  • 66 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.