World Equity Group’s Capital Group Core Equity ETF CGUS Stock Holding History

World Equity Group’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	$241K	Sell	5,424 -5,424	-50%	-$232K	0.05%	342
2026 Q1	$417K	Buy	10,848 +5,424	+100%	+$218K	0.11%	224
2025 Q4	$218K	Sell	5,424 -1,172	-18%	-$46.8K	0.06%	308
2025 Q3	$261K	Sell	6,596 -957	-13%	-$36.7K	0.06%	297
2025 Q2	$279K	Sell	7,553 -1,172	-13%	-$39.9K	0.08%	260
2025 Q1	$291K	Buy	8,725 +1,446	+20%	+$50.8K	0.08%	228
2024 Q4	$255K	Sell	7,279 -51	-0.7%	-$1.79K	0.05%	299
2024 Q3	$251K	Buy	7,330 +530	+8%	+$17.5K	0.09%	211
2024 Q2	$219K	Buy	+6,800	New	+$212K	0.07%	247

Other funds holding CGUS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

World Equity Group's CGUS Position: Q2 2026 in Review

World Equity Group reduced its Capital Group Core Equity ETF (CGUS) stake by 50% in Q2 2026, selling an estimated $232K and leaving 5,424 shares worth $241K. The position accounts for 0.05% of the portfolio, ranked #342.

World Equity Group first reported a position in CGUS in Q2 2024 and has held it in 9 quarters since. The position peaked at $417K in Q1 2026. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

World Equity Group held 5,424 shares of Capital Group Core Equity ETF worth $241K as of Q2 2026.
World Equity Group sold 5,424 Capital Group Core Equity ETF shares in Q2 2026, an estimated $232K.
Capital Group Core Equity ETF made up 0.05% of World Equity Group's portfolio in Q2 2026, its #342 holding.
World Equity Group first reported a position in Capital Group Core Equity ETF in Q2 2024 and has held it in 9 quarters since.
World Equity Group's Capital Group Core Equity ETF position peaked at $417K in Q1 2026.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.