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

WJ Wealth 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
2026
Q2 		$4.53M Buy
101,897
+21,037
+26% +$900K 1.79% 19
2026
Q1 		$3.11M Buy
+80,860
New +$3.26M 1.45% 22

Other funds holding CGUS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Capital International Investors
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WJ Wealth Management's CGUS Position: Q2 2026 in Review

WJ Wealth Management increased its Capital Group Core Equity ETF (CGUS) stake by 26% in Q2 2026, buying an estimated $900K and bringing the position to 101,897 shares worth $4.53M. The position accounts for 1.79% of the portfolio, ranked #19.

WJ Wealth Management first reported a position in CGUS in Q1 2026 and has held it in 2 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • WJ Wealth Management held 101,897 shares of Capital Group Core Equity ETF worth $4.53M as of Q2 2026.
  • WJ Wealth Management bought 21,037 Capital Group Core Equity ETF shares in Q2 2026, an estimated $900K.
  • Capital Group Core Equity ETF made up 1.79% of WJ Wealth Management's portfolio in Q2 2026, its #19 holding.
  • WJ Wealth Management first reported a position in Capital Group Core Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on WJ Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.