WealthCare Investment Partners’s Capital Group Core Equity ETF CGUS Stock Holding History

WealthCare Investment Partners’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	$1.94M	Buy	43,629 +1,291	+3%	+$55.2K	0.47%	58
2026 Q1	$1.65M	Hold	42,338	–	–	0.46%	60
2025 Q4	$1.71M	Buy	42,338 +250	+0.6%	+$9.98K	0.5%	58
2025 Q3	$1.67M	Buy	42,088 +182	+0.4%	+$6.99K	0.54%	56
2025 Q2	$1.57M	Buy	41,906 +210	+0.5%	+$7.15K	0.56%	53
2025 Q1	$1.28M	Buy	41,696 +5,601	+16%	+$197K	0.54%	54
2024 Q4	$1.26M	Buy	36,095 +110	+0.3%	+$3.85K	0.55%	51
2024 Q3	$1.22M	Buy	35,985 +186	+0.5%	+$6.14K	0.54%	50
2024 Q2	$1.15M	Buy	35,799 +88	+0.2%	+$2.75K	0.54%	51
2024 Q1	$1.11M	Hold	35,711	–	–	0.54%	47
2023 Q4	$1.01M	Buy	+35,711	New	+$941K	0.55%	50

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

WealthCare Investment Partners's CGUS Position: Q2 2026 in Review

WealthCare Investment Partners increased its Capital Group Core Equity ETF (CGUS) stake by 3% in Q2 2026, buying an estimated $55.2K and bringing the position to 43,629 shares worth $1.94M. The position accounts for 0.47% of the portfolio, ranked #58.

WealthCare Investment Partners 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.

WealthCare Investment Partners held 43,629 shares of Capital Group Core Equity ETF worth $1.94M as of Q2 2026.
WealthCare Investment Partners bought 1,291 Capital Group Core Equity ETF shares in Q2 2026, an estimated $55.2K.
Capital Group Core Equity ETF made up 0.47% of WealthCare Investment Partners's portfolio in Q2 2026, its #58 holding.
WealthCare Investment Partners 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 WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.