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Atria Investments, Inc

Position in CGUS — Capital Group Core Equity ETF

CIK 1535865 Charlotte, NC

Position in CGUS

as of Mar 31, 2026 · filed May 5, 2026
Position Value
$2,841,235
+$877,046 QoQ
Shares Held
73,952
+51.5% QoQ
Ownership
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2024
7 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
7 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $2,841,235 73,952
2025-12-31 $1,964,189 48,824
2025-09-30 $291,963 7,384
2025-06-30 $355,746 9,633
2025-03-31 $253,973 7,604
2024-12-31 $260,281 7,443
2024-09-30 $204,343 5,961