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CGUSCGUS
8 quarters

Position history for BENJAMIN EDWARDS INCBENJAMIN EDWARDS INC's holdings in CAPITAL GROUP CORE EQUITY ET

Yes. Benjamin Edwards holds 2,837,703 shares of CGUS (Capital Group Core Equity), worth $126.2M, as of its Q2 2026 13F filing. It increased the position by 83,754 shares (+3.0%) from Q1 2026. Benjamin Edwards has held CGUS since Q3 2024, across 8 quarterly 13F filings. CGUS is 1.2% of Benjamin Edwards' reported 13F portfolio.

Current Value

$126.2M

Current Shares

2.8M

Total Value Change

+$116.9M

Total Shares Change

+2.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.8M
+3.0%
$126.2M1.2%$44.39
49
2026-Q1
Increased
2.8M
+276.5%
$105.8M1.1%$38.27
76
2025-Q4
Increased
731,518
+22.1%
$29.4M0.3%$39.98
41
2025-Q3
Increased
599,098
+27.4%
$23.7M0.3%$39.19
42
2025-Q2
Increased
470,078
+27.4%
$17.4M0.2%$36.52
42
2025-Q1
Increased
368,920
+18.3%
$12.3M0.2%$32.94
39
2024-Q4
Increased
311,884
+14.3%
$10.9M0.2%$34.40
38
2024-Q3
New
272,971
-
$9.4M0.1%$33.62
46

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

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