VWA
CGUS icon

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

Visionary Wealth 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
Q1 		$1.03M Buy
26,787
+1,800
+7% +$72.5K 0.05% 279
2025
Q4 		$1.01M Buy
24,987
+7,811
+45% +$312K 0.05% 276
2025
Q3 		$679K Buy
17,176
+1,597
+10% +$61.3K 0.03% 334
2025
Q2 		$575K Buy
15,579
+542
+4% +$18.5K 0.03% 335
2025
Q1 		$502K Buy
15,037
+5,036
+50% +$177K 0.03% 348
2024
Q4 		$350K Buy
10,001
+1,223
+14% +$42.9K 0.02% 411
2024
Q3 		$301K Buy
8,778
+276
+3% +$9.12K 0.02% 430
2024
Q2 		$274K Buy
8,502
+204
+2% +$6.37K 0.02% 428
2024
Q1 		$259K Buy
8,298
+250
+3% +$7.41K 0.02% 423
2023
Q4 		$228K Buy
+8,048
New +$212K 0.02% 440

Other funds holding CGUS

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return