HUB Investment Partners, LLC CGUS — CAPITAL GROUP CORE EQUITY ET

Ownership history in HUB Investment Partners, LLC  ·  10 quarters on record

AI Ownership Summary

HUB Investment Partners, LLC reported CAPITAL GROUP CORE EQUITY ET (CGUS) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 1.47% in 2025 Q3. The latest visible filing shows CGUS at 0.95% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CGUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HUB Investment Partners, LLC's position in CAPITAL GROUP CORE EQUITY ET, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CGUS was reported at 0.95% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.47% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CGUS stock page HUB Investment Partners, LLC fund profile HUB Investment Partners, LLC full holdings
How HUB Investment Partners, LLC held CGUS — position size vs. price
% of Fund (quarterly)    CGUS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 9.7% +15.3% ❌ 1,029,237 -110,951 -9.7% 0.95% $39.5M 2026-05-15 $43.38
2025 Q4 ADDED — — — 1,140,188 +24,810 +2.2% 1.19% $45.9M 2026-02-17 $40.37
2025 Q3 ADDED — — — 1,115,378 +365,170 +48.7% 1.47% $44.1M 2025-11-12 $40.14
2025 Q2 ADDED — — — 750,208 +50,583 +7.2% 0.92% $27.7M 2025-08-14 $38.22
2025 Q1 REDUCED — — — 699,625 -10,734 -1.5% 0.93% $23.4M 2025-05-15 $34.49
2024 Q4 ADDED — — — 710,359 +38,426 +5.7% 1.04% $24.8M 2025-02-11 $35.84
2024 Q3 REDUCED 12.1% +2.6% ❌ 671,933 -92,864 -12.1% 1.00% $23.0M 2024-11-14 $34.57
2024 Q2 ADDED — — — 764,797 +134,875 +21.4% 0.93% $24.7M 2024-08-09 $31.48
2024 Q1 ADDED — — — 629,922 +599,548 +1973.9% 1.07% $19.6M 2024-05-10 $30.57
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CGUS

As of 2026 Q2 — sorted by position size

Guided Capital Wealth Management, LLC 6.44% Summit Investment Advisory Services, LLC 3Y 5.61% Worthington Financial Partners, LLC 3.94% Boyer Financial Services, Inc. 3.81% AA Financial Advisors, LLC 3.2% A&I FINANCIAL SERVICES, LLC 3Y 7Y 2.84% M.E. ALLISON & CO., INC. 2.15% SEAMOUNT FINANCIAL GROUP INC 2.1% TRUE BLUE FINANCIAL, LLC 1.69% Signature Resources Capital Management, LLC 1.65%

FAQ About HUB Investment Partners, LLC and CGUS

These are the practical questions this page is built to answer before you even open the full history table.

How long has HUB Investment Partners, LLC reported owning CGUS?

HUB Investment Partners, LLC reported CGUS across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported CGUS position in HUB Investment Partners, LLC's portfolio?

The largest reported portfolio weight for CGUS was 1.47% in 2025 Q3.

What is the latest reported CGUS position on this page?

The most recent filing on this page is 2026 Q1, when HUB Investment Partners, LLC reported 1,029,237 shares, equal to 0.95% of portfolio, with an estimated market value of $39.5M.

What does the chart on this CGUS ownership page compare?

The chart compares HUB Investment Partners, LLC's quarterly CGUS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did HUB Investment Partners, LLC time their CGUS position?

Based on 13F filing dates vs. subsequent CGUS price moves, HUB Investment Partners, LLC correctly timed 6 out of 9 reported position changes (67%). The annualised alpha on CGUS relative to SPY over the holding period was -0.6%.

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