Question 1

Does Kestra Advisory Services own CGUS stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Kestra Advisory Services holds 1,601,400 shares of CGUS (Capital Group Core Equity), worth $71.2M.

Question 2

How many shares of CGUS does Kestra Advisory Services own?

Accepted Answer

As of its Q2 2026 13F, Kestra Advisory Services holds 1,601,400 shares of CGUS (Capital Group Core Equity).

Question 3

What is Kestra Advisory Services' CGUS position worth?

Accepted Answer

As of its Q2 2026 13F, Kestra Advisory Services' CGUS position is worth $71.2M.

Question 4

Is Kestra Advisory Services buying or selling CGUS?

Accepted Answer

In Q2 2026, Kestra Advisory Services increased its CGUS position by 571,469 shares (+55.5%).

Question 5

When did Kestra Advisory Services first buy CGUS?

Accepted Answer

Kestra Advisory Services first reported CGUS in its Q2 2022 13F and has listed it in 17 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1.6M	+55.5%	$71.2M	0.2%	$44.39	50
2026-Q1	Increased	1M	+12.9%	$39.6M	0.1%	$38.27	39
2025-Q4	Decreased	912,191	-15.3%	$36.7M	0.2%	$39.98	0
2025-Q3	Decreased	1.1M	-8.3%	$42.6M	0.2%	$39.19	0
2025-Q2	Increased	1.2M	+7.3%	$43.4M	0.2%	$36.52	37
2025-Q1	Increased	1.1M	+13.6%	$36.6M	0.2%	$32.94	39
2024-Q4	Decreased	963,876	-9.1%	$33.7M	0.2%	$34.40	0
2024-Q3	Increased	1.1M	+28.3%	$36.3M	0.2%	$33.62	43
2024-Q2	Increased	826,369	+107.6%	$26.7M	0.1%	$31.54	55
2024-Q1	Increased	398,060	+19.2%	$12.4M	0.1%	$30.40	33
2023-Q4	Increased	333,956	+40.0%	$9.5M	0.1%	$27.55	37
2023-Q3	Increased	238,594	+6.8%	$6M	0.1%	$24.35	29
2023-Q2	Increased	223,373	+6.4%	$5.7M	0.1%	$24.82	29
2023-Q1	Increased	209,888	+14.3%	$5M	0.1%	$22.83	31
2022-Q4	Increased	183,633	+156.0%	$4.1M	0.0%	$21.57	43
2022-Q3	Increased	71,739	+181.9%	$1.5M	0.0%	$19.49	41
2022-Q2	New	25,445	-	$552,000	0.0%	$20.76	34

CGUS17 quarters

CGUS
17 quarters