Western Wealth Management’s Capital Group Core Equity ETF CGUS Stock Holding History
Bought
Maintained
Sold
Other funds holding CGUS
CGPCS
Western Wealth Management's CGUS Position: Q2 2026 in Review
Western Wealth Management reduced its Capital Group Core Equity ETF (CGUS) stake by 21% in Q2 2026, selling an estimated $1.38M and leaving 122,750 shares worth $5.46M. The position accounts for 0.18% of the portfolio, ranked #118.
Western Wealth Management first reported a position in CGUS in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.95M in Q1 2026. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.
- Western Wealth Management held 122,750 shares of Capital Group Core Equity ETF worth $5.46M as of Q2 2026.
- Western Wealth Management sold 32,143 Capital Group Core Equity ETF shares in Q2 2026, an estimated $1.38M.
- Capital Group Core Equity ETF made up 0.18% of Western Wealth Management's portfolio in Q2 2026, its #118 holding.
- Western Wealth Management first reported a position in Capital Group Core Equity ETF in Q1 2023 and has held it in 13 quarters since.
- Western Wealth Management's Capital Group Core Equity ETF position peaked at $5.95M in Q1 2026.
- 442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.
Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.