Tyler-Stone Wealth Management’s Capital Group Core Equity ETF CGUS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$601K Buy
16,282
+2,175
+15% +$74.1K 0.1% 181
2025
Q1
$471K Buy
14,107
+3,850
+38% +$135K 0.08% 193
2024
Q4
$359K Buy
10,257
+2,857
+39% +$100K 0.06% 229
2024
Q3
$254K Buy
+7,400
New +$244K 0.05% 279

Other funds holding CGUS

Tyler-Stone Wealth Management's CGUS Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its Capital Group Core Equity ETF (CGUS) stake by 15% in Q2 2025, buying an estimated $74.1K and bringing the position to 16,282 shares worth $601K. The position accounts for 0.1% of the portfolio, ranked #181.

Tyler-Stone Wealth Management first reported a position in CGUS in Q3 2024 and has held it in 4 quarters since. 335 funds tracked by Wall St. Rank hold CGUS as of Q2 2025.

  • Tyler-Stone Wealth Management held 16,282 shares of Capital Group Core Equity ETF worth $601K as of Q2 2025.
  • Tyler-Stone Wealth Management bought 2,175 Capital Group Core Equity ETF shares in Q2 2025, an estimated $74.1K.
  • Capital Group Core Equity ETF made up 0.1% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #181 holding.
  • Tyler-Stone Wealth Management first reported a position in Capital Group Core Equity ETF in Q3 2024 and has held it in 4 quarters since.
  • 335 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.