EXENCIAL WEALTH ADVISORS, LLC
Position in CGUS — Capital Group Core Equity ETF
CIK 1576151
OKLAHOMA CITY, OK
Position in CGUS
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$391,077
+$29,571 QoQ
Shares Held
10,179
+13.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CGUS Over Time
Shares Held
Position Value (USD)
All Filings in CGUS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $391,077 | 10,179 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $361,506 | 8,986 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||