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

Trueblood Wealth 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 Q2	$2.98M	Buy	66,958 +2,458	+4%	+$105K	1.04%	15
2026 Q1	$2.48M	Buy	64,500 +4,370	+7%	+$176K	0.97%	17
2025 Q4	$2.42M	Buy	60,130 +7,557	+14%	+$302K	0.94%	16
2025 Q3	$2.08M	Buy	52,573 +2,143	+4%	+$82.3K	0.81%	23
2025 Q2	$1.86M	Buy	50,430 +6,738	+15%	+$230K	0.78%	28
2025 Q1	$1.46M	Buy	43,692 +15,612	+56%	+$548K	0.68%	41
2024 Q4	$982K	Buy	28,080 +9,964	+55%	+$349K	0.48%	66
2024 Q3	$621K	Buy	18,116 +5,255	+41%	+$174K	0.31%	102
2024 Q2	$415K	Buy	12,861 +5,493	+75%	+$172K	0.23%	126
2024 Q1	$230K	Buy	+7,368	New	+$218K	0.13%	197

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

Trueblood Wealth Management's CGUS Position: Q2 2026 in Review

Trueblood Wealth Management increased its Capital Group Core Equity ETF (CGUS) stake by 3.8% in Q2 2026, buying an estimated $105K and bringing the position to 66,958 shares worth $2.98M. The position accounts for 1.04% of the portfolio, ranked #15.

Trueblood Wealth Management first reported a position in CGUS in Q1 2024 and has held it in 10 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Trueblood Wealth Management held 66,958 shares of Capital Group Core Equity ETF worth $2.98M as of Q2 2026.
Trueblood Wealth Management bought 2,458 Capital Group Core Equity ETF shares in Q2 2026, an estimated $105K.
Capital Group Core Equity ETF made up 1.04% of Trueblood Wealth Management's portfolio in Q2 2026, its #15 holding.
Trueblood Wealth Management first reported a position in Capital Group Core Equity ETF in Q1 2024 and has held it in 10 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.