TCFG WEALTH MANAGEMENT, LLC
Position in CGUS — Capital Group Core Equity ETF
CIK 1548059
LAGUNA NIGUEL, CA
Position in CGUS
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$1,516,936
+$154,467 QoQ
Shares Held
39,483
+16.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.10%
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 | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,516,936 | 39,483 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,362,469 | 33,867 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,236,257 | 31,266 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $998,070 | 27,026 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $457,646 | 13,702 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $479,158 | 13,702 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $450,062 | 13,129 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||