VestGen Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History

VestGen Advisors’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	$1.31M	Sell	29,367 -5,380	-15%	-$230K	0.04%	395
2026 Q1	$1.5M	Sell	34,747 -33,587	-49%	-$1.35M	0.04%	366
2025 Q4	$2.75M	Sell	68,334 -214,048	-76%	-$8.55M	0.12%	181
2025 Q3	$11.2M	Buy	282,382 +17,785	+7%	+$683K	0.37%	55
2025 Q2	$9.77M	Buy	264,597 +11,986	+5%	+$408K	0.39%	55
2025 Q1	$8.44M	Buy	+252,611	New	+$8.87M	0.38%	56

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

VestGen Advisors's CGUS Position: Q2 2026 in Review

VestGen Advisors reduced its Capital Group Core Equity ETF (CGUS) stake by 15% in Q2 2026, selling an estimated $230K and leaving 29,367 shares worth $1.31M. The position accounts for 0.04% of the portfolio, ranked #395.

VestGen Advisors first reported a position in CGUS in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.2M in Q3 2025. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

VestGen Advisors held 29,367 shares of Capital Group Core Equity ETF worth $1.31M as of Q2 2026.
VestGen Advisors sold 5,380 Capital Group Core Equity ETF shares in Q2 2026, an estimated $230K.
Capital Group Core Equity ETF made up 0.04% of VestGen Advisors's portfolio in Q2 2026, its #395 holding.
VestGen Advisors first reported a position in Capital Group Core Equity ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's Capital Group Core Equity ETF position peaked at $11.2M in Q3 2025.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.