Essex Financial Services, Inc.
Position in CGUS — Capital Group Core Equity ETF
CIK 1315785
ESSEX, CT
Position in CGUS
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$9,811,814
-$287,967 QoQ
Shares Held
255,383
+1.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CGUS Over Time
Shares Held
Position Value (USD)
All Filings in CGUS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,811,814 | 255,383 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $10,099,781 | 251,051 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $10,528,236 | 266,268 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $9,848,049 | 266,668 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $8,933,631 | 267,474 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $8,290,757 | 237,082 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $7,625,997 | 222,462 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $7,128,798 | 221,048 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,835,078 | 123,077 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $3,255,886 | 115,049 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,142,560 | 85,327 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,723,590 | 67,118 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,185,850 | 50,057 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $690,779 | 30,756 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $389,849 | 19,129 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $417,374 | 19,225 | Shares | Sole | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||