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James T. Borello RIA’s Capital Group Core Equity ETF CGUS Stock Holding History

James T. Borello RIA’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
Q3 		$44M Buy
989,778
+28,810
+3% +$1.29M 9.14% 1
2026
Q2 		$42.7M Buy
960,968
+42,171
+5% +$1.8M 9.23% 1
2026
Q1 		$35.3M Buy
918,797
+27,031
+3% +$1.09M 8.93% 2
2025
Q4 		$35.9M Buy
891,766
+88,490
+11% +$3.53M 9.25% 2
2025
Q3 		$31.8M Buy
803,276
+41,370
+5% +$1.59M 8.6% 2
2025
Q2 		$28.1M Buy
761,906
+35,936
+5% +$1.22M 8.2% 2
2025
Q1 		$24.2M Buy
725,970
+20,516
+3% +$721K 7.78% 2
2024
Q4 		$24.7M Buy
705,454
+82,093
+13% +$2.88M 9.2% 1
2024
Q3 		$21.4M Sell
623,361
-104,695
-14% -$3.46M 8.68% 3
2024
Q2 		$23.5M Buy
728,056
+18,386
+3% +$574K 10.4% 1
2024
Q1 		$22.1M Buy
709,670
+275,750
+64% +$8.17M 10.08% 1
2023
Q4 		$12.3M Buy
+433,920
New +$11.4M 10.02% 3

Other funds holding CGUS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
WFP
Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return

James T. Borello RIA's CGUS Position: Q3 2026 in Review

James T. Borello RIA increased its Capital Group Core Equity ETF (CGUS) stake by 3% in Q3 2026, buying an estimated $1.29M and bringing the position to 989,778 shares worth $44M. The position accounts for 9.14% of the portfolio, ranked #1.

James T. Borello RIA first reported a position in CGUS in Q4 2023 and has held it in 12 quarters since. 73 funds tracked by Wall St. Rank hold CGUS as of Q3 2026.

  • James T. Borello RIA held 989,778 shares of Capital Group Core Equity ETF worth $44M as of Q3 2026.
  • James T. Borello RIA bought 28,810 Capital Group Core Equity ETF shares in Q3 2026, an estimated $1.29M.
  • Capital Group Core Equity ETF made up 9.14% of James T. Borello RIA's portfolio in Q3 2026, its #1 holding.
  • James T. Borello RIA first reported a position in Capital Group Core Equity ETF in Q4 2023 and has held it in 12 quarters since.
  • 73 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.