Woodmont Investment Counsel’s Capital Group Core Equity ETF CGUS Stock Holding History

Woodmont Investment Counsel’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 Q3	–	Sell	-103,409	Closed	-$3.82M	–	264
2025 Q2	$3.82M	Buy	103,409 +11,669	+13%	+$397K	0.25%	72
2025 Q1	$3.06M	Buy	91,740 +15,353	+20%	+$539K	0.22%	79
2024 Q4	$2.67M	Buy	76,387 +14,686	+24%	+$515K	0.2%	82
2024 Q3	$2.12M	Buy	61,701 +21,311	+53%	+$704K	0.16%	95
2024 Q2	$1.3M	Buy	40,390 +11,774	+41%	+$368K	0.11%	120
2024 Q1	$892K	Buy	28,616 +13,462	+89%	+$399K	0.08%	146
2023 Q4	$429K	Sell	15,154 -4,140	-21%	-$109K	0.04%	178
2023 Q3	$484K	Buy	+19,294	New	+$500K	0.05%	168

Other funds holding CGUS

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

Woodmont Investment Counsel's CGUS Position: Q3 2025 in Review

Woodmont Investment Counsel sold out of Capital Group Core Equity ETF (CGUS) in Q3 2025, closing a stake of 103,409 shares — an estimated $3.82M sold.

Woodmont Investment Counsel first reported a position in CGUS in Q3 2023 and held it in 8 quarters. The position peaked at $3.82M in Q2 2025. 347 funds tracked by Wall St. Rank hold CGUS as of Q3 2025.

Woodmont Investment Counsel reported no remaining Capital Group Core Equity ETF position as of Q3 2025 after selling out during the quarter.
Woodmont Investment Counsel sold 103,409 Capital Group Core Equity ETF shares in Q3 2025, an estimated $3.82M.
Woodmont Investment Counsel first reported a position in Capital Group Core Equity ETF in Q3 2023 and held it in 8 quarters.
Woodmont Investment Counsel's Capital Group Core Equity ETF position peaked at $3.82M in Q2 2025.
347 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q3 2025.

Based on Woodmont Investment Counsel's 13F filing for Q3 2025, filed 4 Nov 2025.