CARY STREET PARTNERS FINANCIAL LLC
Position in CGUS — Capital Group Core Equity ETF
CIK 1475045
RICHMOND, VA
Position in CGUS
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$8,637,814
-$1,494,554 QoQ
Shares Held
224,826
-10.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in CGUS Over Time
Shares Held
Position Value (USD)
All Filings in CGUS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,637,814 | 224,826 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $10,132,368 | 251,861 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $9,889,349 | 250,110 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $9,351,894 | 253,233 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $18,357,976 | 549,640 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $9,018,867 | 257,903 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||