Perigon Wealth Management, LLC
Position in CGUS — Capital Group Core Equity ETF
CIK 1575239
SAN FRANCISCO, CA
Position in CGUS
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$650,258
+$65,395 QoQ
Shares Held
16,925
+16.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $650,258 | 16,925 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $584,863 | 14,538 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $441,424 | 11,164 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $346,181 | 9,374 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $283,098 | 8,476 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $288,572 | 8,252 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||