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CGUSCGUS
18 quarters

Position history for COMMONWEALTH EQUITY SERVICES, LLCCOMMONWEALTH EQUITY SERVICES, LLC's holdings in CAPITAL GROUP CORE EQUITY ET

Yes. Commonwealth Equity Services holds 4,446,114 shares of CGUS (Capital Group Core Equity), worth $197.8M, as of its Q2 2026 13F filing. It increased the position by 193,198 shares (+4.5%) from Q1 2026. Commonwealth Equity Services has held CGUS since Q1 2022, across 18 quarterly 13F filings. CGUS is 0.2% of Commonwealth Equity Services' reported 13F portfolio.

Current Value

$197.8M

Current Shares

4.4M

Total Value Change

+$195.3M

Total Shares Change

+4.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
4.4M
+4.5%
$197.8M0.2%$44.39
38
2026-Q1
Increased
4.3M
+8.1%
$163.4M0.2%$38.27
39
2025-Q4
Increased
3.9M
+7.5%
$158.2M0.2%$39.98
39
2025-Q3
Increased
3.7M
+7.1%
$144.7M0.2%$39.19
39
2025-Q2
Increased
3.4M
+7.3%
$126.2M0.2%$36.52
39
2025-Q1
Increased
3.2M
+15.8%
$106.3M0.2%$32.94
41
2024-Q4
Increased
2.7M
+17.2%
$96.1M0.1%$34.40
42
2024-Q3
Increased
2.3M
+13.2%
$80.4M0.1%$33.62
40
2024-Q2
Increased
2.1M
+4.6%
$66.8M0.1%$31.54
37
2024-Q1
Increased
2M
+21.9%
$61.7M0.1%$30.40
42
2023-Q4
Increased
1.6M
+41.0%
$46M0.1%$27.55
39
2023-Q3
Increased
1.2M
+13.7%
$28.9M0.1%$24.35
33
2023-Q2
Increased
1M
+6.8%
$26M0.1%$24.82
31
2023-Q1
Increased
949,424
+12.7%
$22.5M0.0%$22.83
32
2022-Q4
Increased
842,625
+65.2%
$18.9M0.0%$21.57
41
2022-Q3
Increased
510,178
+35.4%
$10.4M0.0%$19.49
36
2022-Q2
Increased
376,706
+301.3%
$8.2M0.0%$20.76
44
2022-Q1
New
93,862
-
$2.4M0.0%$24.57
36

Other major holders of CGUS: LPL Financial LLC, ENVESTNET ASSET MANAGEMENT INC

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