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 Q2	$1.26M	Buy	28,417 +1,630	+6%	+$69.8K	0.05%	272
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 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

Visionary Wealth Advisors's CGUS Position: Q2 2026 in Review

Visionary Wealth Advisors increased its Capital Group Core Equity ETF (CGUS) stake by 6.1% in Q2 2026, buying an estimated $69.8K and bringing the position to 28,417 shares worth $1.26M. The position accounts for 0.05% of the portfolio, ranked #272.

Visionary Wealth Advisors first reported a position in CGUS in Q4 2023 and has held it in 11 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Visionary Wealth Advisors held 28,417 shares of Capital Group Core Equity ETF worth $1.26M as of Q2 2026.
Visionary Wealth Advisors bought 1,630 Capital Group Core Equity ETF shares in Q2 2026, an estimated $69.8K.
Capital Group Core Equity ETF made up 0.05% of Visionary Wealth Advisors's portfolio in Q2 2026, its #272 holding.
Visionary Wealth Advisors first reported a position in Capital Group Core Equity ETF in Q4 2023 and has held it in 11 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.