Trilogy Capital’s Capital Group Core Equity ETF CGUS Stock Holding History

Trilogy Capital’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	$443K	Sell	9,967 -679	-6%	-$29.1K	0.02%	282
2026 Q1	$409K	Sell	10,646 -317	-3%	-$12.8K	0.02%	284
2025 Q4	$441K	Hold	10,963	–	–	0.02%	259
2025 Q3	$433K	Buy	10,963 +171	+2%	+$6.57K	0.02%	264
2025 Q2	$399K	Sell	10,792 -2,175	-17%	-$74.1K	0.02%	257
2025 Q1	$433K	Hold	12,967	–	–	0.02%	238
2024 Q4	$453K	Buy	12,967 +1,269	+11%	+$44.5K	0.02%	238
2024 Q3	$401K	Buy	+11,698	New	+$386K	0.02%	248

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

Trilogy Capital's CGUS Position: Q2 2026 in Review

Trilogy Capital reduced its Capital Group Core Equity ETF (CGUS) stake by 6.4% in Q2 2026, selling an estimated $29.1K and leaving 9,967 shares worth $443K. The position accounts for 0.02% of the portfolio, ranked #282.

Trilogy Capital first reported a position in CGUS in Q3 2024 and has held it in 8 quarters since. The position peaked at $453K in Q4 2024. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Trilogy Capital held 9,967 shares of Capital Group Core Equity ETF worth $443K as of Q2 2026.
Trilogy Capital sold 679 Capital Group Core Equity ETF shares in Q2 2026, an estimated $29.1K.
Capital Group Core Equity ETF made up 0.02% of Trilogy Capital's portfolio in Q2 2026, its #282 holding.
Trilogy Capital first reported a position in Capital Group Core Equity ETF in Q3 2024 and has held it in 8 quarters since.
Trilogy Capital's Capital Group Core Equity ETF position peaked at $453K in Q4 2024.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Trilogy Capital's 13F filing for Q2 2026, filed 6 Jul 2026.