The Wealth Group
CGUS icon

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
Q3 		$3.74M Buy
83,154
+71,811
+633% +$3.22M 0.69% 16
2026
Q2 		$505K Buy
+11,343
New +$485K 0.1% 60

Other funds holding CGUS

James T. Borello RIA
James T. Borello RIA East Dundee, Illinois $482M AUM 14.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return
Ergawealth Advisors
Ergawealth Advisors Oak Brook, Illinois $253M AUM 8.74% 1-Year Est. Return
Burford Brothers
Burford Brothers Dallas, Texas $275M AUM 18.76% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Guided Capital Wealth Management
Guided Capital Wealth Management Houston, Texas $172M AUM 20.81% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return

The Wealth Group's CGUS Position: Q3 2026 in Review

The Wealth Group increased its Capital Group Core Equity ETF (CGUS) stake by 633% in Q3 2026, buying an estimated $3.22M and bringing the position to 83,154 shares worth $3.74M. The position accounts for 0.69% of the portfolio, ranked #16.

The Wealth Group first reported a position in CGUS in Q2 2026 and has held it in 2 quarters since. 109 funds tracked by Wall St. Rank hold CGUS as of Q3 2026.

  • The Wealth Group held 83,154 shares of Capital Group Core Equity ETF worth $3.74M as of Q3 2026.
  • The Wealth Group bought 71,811 Capital Group Core Equity ETF shares in Q3 2026, an estimated $3.22M.
  • Capital Group Core Equity ETF made up 0.69% of The Wealth Group's portfolio in Q3 2026, its #16 holding.
  • The Wealth Group first reported a position in Capital Group Core Equity ETF in Q2 2026 and has held it in 2 quarters since.
  • 109 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q3 2026.

Based on The Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.