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 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

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

Trust Company's CGUS Position: Q2 2026 in Review

Trust Company increased its Capital Group Core Equity ETF (CGUS) stake by 1.2% in Q2 2026, buying an estimated $428 and bringing the position to 850 shares worth $37.8K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

Trust Company first reported a position in CGUS in Q2 2024 and has held it in 9 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Trust Company held 850 shares of Capital Group Core Equity ETF worth $37.8K as of Q2 2026.
Trust Company bought 10 Capital Group Core Equity ETF shares in Q2 2026, an estimated $428.
Capital Group Core Equity ETF made up ﹤0.01% of Trust Company's portfolio in Q2 2026, its #319 holding.
Trust Company first reported a position in Capital Group Core Equity ETF in Q2 2024 and has held it in 9 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.