Thoroughbred Financial Services’s Capital Group Core Equity ETF CGUS Stock Holding History

Thoroughbred Financial Services’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	$7.66M	Buy	172,197 +3,921	+2%	+$168K	0.37%	57
2026 Q1	$6.46M	Buy	168,276 +20,644	+14%	+$831K	0.39%	57
2025 Q4	$5.94M	Buy	147,632 +6,968	+5%	+$278K	0.35%	57
2025 Q3	$5.56M	Buy	140,664 +18,790	+15%	+$721K	0.34%	62
2025 Q2	$4.5M	Buy	121,874 +12,372	+11%	+$421K	0.31%	63
2025 Q1	$3.66M	Buy	109,502 +98,532	+898%	+$3.46M	0.23%	91
2024 Q4	$383K	Buy	+10,970	New	+$384K	0.02%	483
2024 Q3	–	Sell	-8,961	Closed	-$289K	–	663
2024 Q2	$289K	Buy	+8,961	New	+$280K	0.02%	510

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

Thoroughbred Financial Services's CGUS Position: Q2 2026 in Review

Thoroughbred Financial Services increased its Capital Group Core Equity ETF (CGUS) stake by 2.3% in Q2 2026, buying an estimated $168K and bringing the position to 172,197 shares worth $7.66M. The position accounts for 0.37% of the portfolio, ranked #57.

Thoroughbred Financial Services first reported a position in CGUS in Q2 2024 and has held it in 8 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Thoroughbred Financial Services held 172,197 shares of Capital Group Core Equity ETF worth $7.66M as of Q2 2026.
Thoroughbred Financial Services bought 3,921 Capital Group Core Equity ETF shares in Q2 2026, an estimated $168K.
Capital Group Core Equity ETF made up 0.37% of Thoroughbred Financial Services's portfolio in Q2 2026, its #57 holding.
Thoroughbred Financial Services first reported a position in Capital Group Core Equity ETF in Q2 2024 and has held it in 8 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.