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

Towneley Capital 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 		$312K Hold
7,000
– – 0.06% 34
2026
Q2 		$311K Buy
+7,000
New +$300K 0.06% 34

Other funds holding CGUS

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
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
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return

Towneley Capital Management's CGUS Position: Q3 2026 in Review

Towneley Capital Management held its Capital Group Core Equity ETF (CGUS) position steady in Q3 2026 at 7,000 shares worth $312K. The position accounts for 0.06% of the portfolio, ranked #34.

Towneley Capital Management first reported a position in CGUS in Q2 2026 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold CGUS as of Q3 2026.

  • Towneley Capital Management held 7,000 shares of Capital Group Core Equity ETF worth $312K as of Q3 2026.
  • Towneley Capital Management left its Capital Group Core Equity ETF share count unchanged in Q3 2026.
  • Capital Group Core Equity ETF made up 0.06% of Towneley Capital Management's portfolio in Q3 2026, its #34 holding.
  • Towneley Capital Management first reported a position in Capital Group Core Equity ETF in Q2 2026 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q3 2026.

Based on Towneley Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.