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

Truist Financial’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	$15.4M	Buy	346,777 +34,356	+11%	+$1.47M	0.02%	507
2026 Q1	$12M	Buy	312,421 +47,356	+18%	+$1.91M	0.02%	558
2025 Q4	$10.7M	Buy	265,065 +37,589	+17%	+$1.5M	0.01%	589
2025 Q3	$8.99M	Buy	227,476 +40,843	+22%	+$1.57M	0.01%	649
2025 Q2	$6.89M	Buy	186,633 +15,138	+9%	+$516K	0.01%	713
2025 Q1	$5.73M	Buy	171,495 +30,746	+22%	+$1.08M	0.01%	769
2024 Q4	$4.92M	Buy	140,749 +22,033	+19%	+$772K	0.01%	832
2024 Q3	$4.07M	Buy	118,716 +14,457	+14%	+$478K	0.01%	917
2024 Q2	$3.36M	Buy	104,259 +12,739	+14%	+$398K	0.01%	1025
2024 Q1	$2.85M	Sell	91,520 -6,898	-7%	-$204K	﹤0.01%	1120
2023 Q4	$2.79M	Buy	98,418 +3,451	+4%	+$90.9K	﹤0.01%	1097
2023 Q3	$2.38M	Buy	+94,967	New	+$2.46M	﹤0.01%	1150

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

Truist Financial's CGUS Position: Q2 2026 in Review

Truist Financial increased its Capital Group Core Equity ETF (CGUS) stake by 11% in Q2 2026, buying an estimated $1.47M and bringing the position to 346,777 shares worth $15.4M. The position accounts for 0.02% of the portfolio, ranked #507.

Truist Financial first reported a position in CGUS in Q3 2023 and has held it in 12 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Truist Financial held 346,777 shares of Capital Group Core Equity ETF worth $15.4M as of Q2 2026.
Truist Financial bought 34,356 Capital Group Core Equity ETF shares in Q2 2026, an estimated $1.47M.
Capital Group Core Equity ETF made up 0.02% of Truist Financial's portfolio in Q2 2026, its #507 holding.
Truist Financial first reported a position in Capital Group Core Equity ETF in Q3 2023 and has held it in 12 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.