Transamerica Financial Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History

Transamerica Financial Advisors’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	$2.37M	Buy	53,188 +12,531	+31%	+$536K	0.2%	116
2026 Q1	$1.57M	Buy	40,657 +20,377	+100%	+$821K	0.13%	151
2025 Q4	$816K	Buy	20,280 +6,697	+49%	+$267K	0.07%	217
2025 Q3	$538K	Buy	+13,583	New	+$522K	0.04%	231

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

Transamerica Financial Advisors's CGUS Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Capital Group Core Equity ETF (CGUS) stake by 31% in Q2 2026, buying an estimated $536K and bringing the position to 53,188 shares worth $2.37M. The position accounts for 0.2% of the portfolio, ranked #116.

Transamerica Financial Advisors first reported a position in CGUS in Q3 2025 and has held it in 4 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Transamerica Financial Advisors held 53,188 shares of Capital Group Core Equity ETF worth $2.37M as of Q2 2026.
Transamerica Financial Advisors bought 12,531 Capital Group Core Equity ETF shares in Q2 2026, an estimated $536K.
Capital Group Core Equity ETF made up 0.2% of Transamerica Financial Advisors's portfolio in Q2 2026, its #116 holding.
Transamerica Financial Advisors first reported a position in Capital Group Core Equity ETF in Q3 2025 and has held it in 4 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.