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GeoWealth Management, LLC

Position in CGUS — Capital Group Core Equity ETF

CIK 1593387 CHICAGO, IL

Position in CGUS

as of Mar 31, 2026 · filed May 13, 2026
Position Value
$340,170
-$26,445 QoQ
Shares Held
8,854
-2.8% QoQ
Ownership
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority Sole 60% Shared 40% None 0%

Common Shares in CGUS Over Time

Shares Held

Position Value (USD)

All Filings in CGUS

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $340,170 8,854
2025-12-31 $366,615 9,113
2025-09-30 $297,340 7,520