TC
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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
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

AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return
GSC
G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return
IAS
Investment Advisory Services The Woodlands, Texas $347M AUM 23.74% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $234M AUM 31.19% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return