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Trust Company’s Capital Group Core Equity ETF CGUS Stock Holding History

Trust Company’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
Q3 		$37.4K Sell
840
-10
-1% -$448 ﹤0.01% 326
2026
Q2 		$37.8K Buy
850
+10
+1% +$428 ﹤0.01% 319
2026
Q1 		$32.3K Hold
840
– – ﹤0.01% 346
2025
Q4 		$33.8K Hold
840
– – ﹤0.01% 329
2025
Q3 		$33.2K Hold
840
– – ﹤0.01% 247
2025
Q2 		$31K Hold
840
– – ﹤0.01% 253
2025
Q1 		$28.1K Hold
840
– – ﹤0.01% 264
2024
Q4 		$29.4K Hold
840
– – ﹤0.01% 254
2024
Q3 		$28.8K Hold
840
– – ﹤0.01% 239
2024
Q2 		$27.1K Buy
+840
New +$26.2K ﹤0.01% 225

Other funds holding CGUS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
WFP
Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return

Trust Company's CGUS Position: Q3 2026 in Review

Trust Company reduced its Capital Group Core Equity ETF (CGUS) stake by 1.2% in Q3 2026, selling an estimated $448 and leaving 840 shares worth $37.4K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

Trust Company first reported a position in CGUS in Q2 2024 and has held it in 10 quarters since. The position peaked at $37.8K in Q2 2026. 38 funds tracked by Wall St. Rank hold CGUS as of Q3 2026.

  • Trust Company held 840 shares of Capital Group Core Equity ETF worth $37.4K as of Q3 2026.
  • Trust Company sold 10 Capital Group Core Equity ETF shares in Q3 2026, an estimated $448.
  • Capital Group Core Equity ETF made up ﹤0.01% of Trust Company's portfolio in Q3 2026, its #326 holding.
  • Trust Company first reported a position in Capital Group Core Equity ETF in Q2 2024 and has held it in 10 quarters since.
  • Trust Company's Capital Group Core Equity ETF position peaked at $37.8K in Q2 2026.
  • 38 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.