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Beacon Financial Advisory LLC acquired a new stake in shares of Capital Group Core Equity ETF (NYSEARCA:CGUS) during the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 12,115 shares of the company's stock, valued at approximately $374,000.
Capital Group Core Equity ETF (CGUS) is rated Buy for its adaptive active management, outperforming SPY by 1.4% YTD and delivering strong risk-adjusted returns. CGUS's flexible multi-manager approach enables dynamic sector allocation, currently overweighting technology (37.6%) and industrials, supporting its outperformance amid the AI-driven market. With a concentrated portfolio (~70 holdings), CGUS leverages conviction in leaders like Broadcom and Eli Lilly, balancing tech with high-growth healthcare exposure.
Bank of New York Mellon Corp lifted its stake in shares of Capital Group Core Equity ETF (NYSEARCA:CGUS) by 133.6% during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 23,132 shares of the company's stock after acquiring an additional
Bank of America Corp DE boosted its holdings in Capital Group Core Equity ETF (NYSEARCA:CGUS) by 17.7% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 977,976 shares of the company's stock after acquiring an additional 146,738 shares during the
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