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CapWealth Advisors, LLC

Position in CGUS — Capital Group Core Equity ETF

CIK 1531809 FRANKLIN, TN

Position in CGUS

as of Mar 31, 2026 · filed May 5, 2026
Position Value
$262,485
-$40,165 QoQ
Shares Held
6,832
-9.2% QoQ
Ownership
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority Sole 97% Shared 0% None 3%

Common Shares in CGUS Over Time

Shares Held

Position Value (USD)

All Filings in CGUS

Export CSV
17 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $262,485 6,832
2025-12-31 $302,650 7,523
2025-09-30 $297,459 7,523
2025-06-30 $277,824 7,523
2025-03-31 $293,819 8,797
2024-12-31 $324,626 9,283
2024-09-30 $334,812 9,767
2024-06-30 $352,105 10,918
2024-03-31 $357,529 11,474
2023-12-31 $326,270 11,529
2023-09-30 $301,696 12,015
2023-06-30 $329,808 12,843
2023-03-31 $322,776 13,625
2022-12-31 $307,567 13,694
2022-09-30 $290,741 14,266
2022-06-30 $281,578 12,970
2022-03-31 $318,038 12,351