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ASSETMARK, INC

Position in CGUS — Capital Group Core Equity ETF

CIK 1344551 CONCORD, CA

Position in CGUS

as of Mar 31, 2026 · filed May 6, 2026
Position Value
$50,838,112
+$3,763,380 QoQ
Shares Held
1,323,220
+13.1% QoQ
Ownership
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in CGUS Over Time

Shares Held

Position Value (USD)

All Filings in CGUS

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $50,838,112 1,323,220
2025-12-31 $47,074,732 1,170,140
2025-09-30 $37,761,846 955,029
2025-06-30 $31,470,158 852,157
2025-03-31 $26,815,290 802,853
2024-12-31 $26,687,565 763,156
2024-09-30 $25,702,287 749,775
2024-06-30 $24,036,086 745,305
2024-03-31 $22,357,642 717,511
2023-12-31 $20,659,650 730,023
2023-09-30 $16,968,107 675,751