Wellington Capital Management’s Capital Group Core Equity ETF CGUS Stock Holding History

Wellington Capital Management’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
2025 Q2	$585K	Buy	+7,201	New	+$245K	0.87%	41

Other funds holding CGUS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Capital Management's CGUS Position: Q2 2025 in Review

Wellington Capital Management opened a new position in Capital Group Core Equity ETF (CGUS) in Q2 2025: 7,201 shares worth $585K. The stake represents 0.87% of the portfolio and ranks #41 among its holdings.

335 funds tracked by Wall St. Rank hold CGUS as of Q2 2025.

Wellington Capital Management held 7,201 shares of Capital Group Core Equity ETF worth $585K as of Q2 2025.
Capital Group Core Equity ETF was a new Wellington Capital Management position in Q2 2025.
Capital Group Core Equity ETF made up 0.87% of Wellington Capital Management's portfolio in Q2 2025, its #41 holding.
335 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2025.

Based on Wellington Capital Management's 13F filing for Q2 2025, filed 18 Aug 2025.