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Capital Group Core Equity ETF is managed actively, favoring companies with "the potential for capital appreciation and/or dividend payments." Despite underperformance versus the S&P 500 index since my August 2025 article, CGUS maintains a robust long-term track record, with alpha delivered since its inception in February 2022. The CGUS portfolio features 65 equities, with the factor mix being notable for a slight GARP tilt secured by its exposure to the IT and communication sectors.
Cannon Wealth Management Services LLC cut its stake in Capital Group Core Equity ETF (NYSEARCA:CGUS) by 17.6% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 189,166 shares of the company's stock after selling 40,331 shares during the
Assetmark Inc. raised its stake in shares of Capital Group Core Equity ETF (NYSEARCA:CGUS) by 22.5% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,170,140 shares of the company's stock after buying an additional 215,111 shares during the quarter. Assetmark
Diversify Advisory Services LLC bought a new stake in Capital Group Core Equity ETF (NYSEARCA:CGUS) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 32,974 shares of the company's stock, valued at approximately $1,355,000. Other institutional investors and hedge
AA Financial Advisors LLC grew its stake in Capital Group Core Equity ETF (NYSEARCA:CGUS) by 5.7% in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 424,380 shares of the company's stock after buying an additional 23,038 shares during the
In a span of just four years, The Capital Group Companies went from ETF rookie to perennial All-Star. The Los Angeles-based firm has already amassed over $120 billion in assets dispersed across its suite of 25 active ETFs.
Park Avenue Securities LLC lifted its holdings in shares of Capital Group Core Equity ETF (NYSEARCA:CGUS) by 14.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 113,617 shares of the company's stock after purchasing an additional 14,040 shares during
Captrust Financial Advisors lessened its holdings in Capital Group Core Equity ETF (NYSEARCA:CGUS) by 1.4% in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,803,311 shares of the company's stock after selling 25,173 shares during the period. Captrust Financial Advisors owned