TAM
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Titleist Asset Management’s Capital Group Core Equity ETF CGUS Stock Holding History

Titleist Asset 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
Q3 		$1.02M Buy
23,030
+718
+3% +$32.2K 0.07% 203
2026
Q2 		$992K Buy
22,312
+3,594
+19% +$154K 0.07% 193
2026
Q1 		$719K Buy
18,718
+541
+3% +$21.8K 0.05% 217
2025
Q4 		$731K Buy
18,177
+12,090
+199% +$483K 0.06% 179
2025
Q3 		$241K Sell
6,087
-1,902
-24% -$73K 0.02% 282
2025
Q2 		$295K Sell
7,989
-137
-2% -$4.67K 0.03% 259
2025
Q1 		$271K Buy
8,126
+586
+8% +$20.6K 0.03% 253
2024
Q4 		$264K Buy
7,540
+23
+0.3% +$806 0.03% 267
2024
Q3 		$258K Sell
7,517
-848
-10% -$28K 0.04% 242
2024
Q2 		$270K Buy
8,365
+698
+9% +$21.8K 0.04% 227
2024
Q1 		$239K Buy
+7,667
New +$227K 0.04% 228

Other funds holding CGUS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
WFP
Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return

Titleist Asset Management's CGUS Position: Q3 2026 in Review

Titleist Asset Management increased its Capital Group Core Equity ETF (CGUS) stake by 3.2% in Q3 2026, buying an estimated $32.2K and bringing the position to 23,030 shares worth $1.02M. The position accounts for 0.07% of the portfolio, ranked #203.

Titleist Asset Management first reported a position in CGUS in Q1 2024 and has held it in 11 quarters since. 38 funds tracked by Wall St. Rank hold CGUS as of Q3 2026.

  • Titleist Asset Management held 23,030 shares of Capital Group Core Equity ETF worth $1.02M as of Q3 2026.
  • Titleist Asset Management bought 718 Capital Group Core Equity ETF shares in Q3 2026, an estimated $32.2K.
  • Capital Group Core Equity ETF made up 0.07% of Titleist Asset Management's portfolio in Q3 2026, its #203 holding.
  • Titleist Asset Management first reported a position in Capital Group Core Equity ETF in Q1 2024 and has held it in 11 quarters since.
  • 38 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q3 2026.

Based on Titleist Asset Management's 13F filing for Q3 2026, filed 8 Oct 2026.