M Holdings Securities, Inc.
Broker-DealerPosition in CGUS — Capital Group Core Equity ETF
CIK 1569638
PORTLAND, OR
Position in CGUS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,195,133
+$160,368 QoQ
Shares Held
26,869
-0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#70
of 119 holders
Holding Since
Jun 2025
5 quarters on record
Common Shares in CGUS Over Time
Shares Held
Position Value (USD)
All Filings in CGUS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,195,133 | 26,869 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,034,765 | 26,933 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,037,370 | 25,786 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $959,635 | 24,270 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $897,103 | 24,292 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||