WR Wealth Planners’s Capital Group Core Equity ETF CGUS Stock Holding History

WR Wealth Planners’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
2024 Q4	$547K	Sell	15,652 -21,184	-58%	-$742K	0.18%	88
2024 Q3	$1.26M	Buy	36,836 +3,519	+11%	+$116K	0.35%	48
2024 Q2	$1.07M	Buy	33,317 +6,655	+25%	+$208K	0.33%	48
2024 Q1	$831K	Buy	+26,662	New	+$790K	0.26%	56
2023 Q4	–	Sell	-1,593	Closed	-$40K	–	289
2023 Q3	$40K	Buy	1,593 +505	+46%	+$13.1K	0.02%	348
2023 Q2	$27.9K	Buy	1,088 +650	+148%	+$15.9K	0.01%	391
2023 Q1	$10.4K	Hold	438	–	–	﹤0.01%	546
2022 Q4	$9.84K	Buy	+438	New	+$9.73K	0.01%	268

Other funds holding CGUS

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

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

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

WR Wealth Planners's CGUS Position: Q4 2024 in Review

WR Wealth Planners reduced its Capital Group Core Equity ETF (CGUS) stake by 58% in Q4 2024, selling an estimated $742K and leaving 15,652 shares worth $547K. The position accounts for 0.18% of the portfolio, ranked #88.

WR Wealth Planners first reported a position in CGUS in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.26M in Q3 2024. 305 funds tracked by Wall St. Rank hold CGUS as of Q4 2024.

WR Wealth Planners held 15,652 shares of Capital Group Core Equity ETF worth $547K as of Q4 2024.
WR Wealth Planners sold 21,184 Capital Group Core Equity ETF shares in Q4 2024, an estimated $742K.
Capital Group Core Equity ETF made up 0.18% of WR Wealth Planners's portfolio in Q4 2024, its #88 holding.
WR Wealth Planners first reported a position in Capital Group Core Equity ETF in Q4 2022 and has held it in 8 quarters since.
WR Wealth Planners's Capital Group Core Equity ETF position peaked at $1.26M in Q3 2024.
305 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.