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 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 $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return