Wells Fargo
CGUS icon

Wells Fargo’s Capital Group Core Equity ETF CGUS Stock Holding History

Wells Fargo’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 		$264M Buy
6,880,192
+1,601,966
+30% +$64.5M 0.05% 314
2025
Q4 		$212M Buy
5,278,226
+1,301,252
+33% +$52M 0.04% 365
2025
Q3 		$157M Buy
3,976,974
+839,278
+27% +$32.2M 0.03% 441
2025
Q2 		$116M Buy
3,137,696
+192,040
+7% +$6.54M 0.03% 522
2025
Q1 		$98.4M Buy
2,945,656
+299,398
+11% +$10.5M 0.02% 550
2024
Q4 		$92.5M Buy
2,646,258
+520,673
+24% +$18.2M 0.02% 561
2024
Q3 		$72.9M Buy
2,125,585
+380,566
+22% +$12.6M 0.02% 650
2024
Q2 		$56.3M Buy
1,745,019
+297,343
+21% +$9.29M 0.01% 716
2024
Q1 		$45.1M Buy
1,447,676
+244,886
+20% +$7.26M 0.01% 806
2023
Q4 		$34M Buy
1,202,790
+669,916
+126% +$17.6M 0.01% 898
2023
Q3 		$13.4M Buy
532,874
+186,226
+54% +$4.83M ﹤0.01% 1350
2023
Q2 		$8.9M Buy
346,648
+202,317
+140% +$4.94M ﹤0.01% 1686
2023
Q1 		$3.42M Buy
144,331
+28,408
+25% +$663K ﹤0.01% 2411
2022
Q4 		$2.6M Buy
+115,923
New +$2.58M ﹤0.01% 2571

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