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TrueWealth Financial Partners’s Capital Group Core Equity ETF CGUS Stock Holding History

TrueWealth Financial Partners’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 		– Sell
-71,567
Closed -$2.88M – 72
2025
Q4 		$2.88M Buy
+71,567
New +$2.86M 2.38% 14

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Raymond James Financial
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Jones Financial Companies
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Capital International Investors
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

TrueWealth Financial Partners's CGUS Position: Q1 2026 in Review

TrueWealth Financial Partners sold out of Capital Group Core Equity ETF (CGUS) in Q1 2026, closing a stake of 71,567 shares — an estimated $2.88M sold.

TrueWealth Financial Partners first reported a position in CGUS in Q4 2025 and held it in 1 quarter. The position peaked at $2.88M in Q4 2025. 410 funds tracked by Wall St. Rank hold CGUS as of Q1 2026.

  • TrueWealth Financial Partners reported no remaining Capital Group Core Equity ETF position as of Q1 2026 after selling out during the quarter.
  • TrueWealth Financial Partners sold 71,567 Capital Group Core Equity ETF shares in Q1 2026, an estimated $2.88M.
  • TrueWealth Financial Partners first reported a position in Capital Group Core Equity ETF in Q4 2025 and held it in 1 quarter.
  • TrueWealth Financial Partners's Capital Group Core Equity ETF position peaked at $2.88M in Q4 2025.
  • 410 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q1 2026.

Based on TrueWealth Financial Partners's 13F filing for Q1 2026, filed 20 May 2026.