Meridian Wealth Management, LLC
Position in CGUS — Capital Group Core Equity ETF
CIK 1697300
LEXINGTON, KY
Position in CGUS
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$2,340,738
-$131,878 QoQ
Shares Held
60,925
-0.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
14 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in CGUS Over Time
Shares Held
Position Value (USD)
All Filings in CGUS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,340,738 | 60,925 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,472,616 | 61,462 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,279,481 | 57,650 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,819,356 | 49,265 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,172,774 | 35,113 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,227,412 | 35,099 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,203,193 | 35,099 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,118,107 | 34,670 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $985,915 | 34,838 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $503,681 | 20,059 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $442,004 | 17,212 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $331,991 | 14,014 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $306,758 | 13,658 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $236,713 | 11,615 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||