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Creative Planning

Position in CGUS — Capital Group Core Equity ETF

CIK 1540235 OVERLAND PARK, KS

Position in CGUS

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$966,416
-$65,852 QoQ
Shares Held
21,727
-19.1% QoQ
Ownership
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#73
of 119 holders
Holding Since
Mar 2023
14 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
14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $966,416 21,727
2026-03-31 $1,032,268 26,868
2025-12-31 $1,145,750 28,480
2025-09-30 $1,046,228 26,460
2025-06-30 $930,303 25,191
2025-03-31 $837,772 25,083
2024-12-31 $839,105 23,995
2024-09-30 $698,866 20,387
2024-06-30 $656,610 20,360
2024-03-31 $633,545 20,332
2023-12-31 $574,235 20,291
2023-09-30 $474,302 18,889
2023-06-30 $271,591 10,576
2023-03-31 $228,726 9,655