EverSource Wealth Advisors, LLC
Position in CGUS — Capital Group Core Equity ETF
CIK 1710537
BIRMINGHAM, AL
Position in CGUS
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$19,052,246
+$330,653 QoQ
Shares Held
495,894
+6.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 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
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,052,246 | 495,894 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $18,721,593 | 465,364 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $17,015,524 | 430,337 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $14,140,090 | 382,889 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $10,759,676 | 322,146 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,270,719 | 236,509 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $854,874 | 24,938 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $803,928 | 24,928 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $824,618 | 26,464 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $627,043 | 22,157 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $550,210 | 21,912 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $395,420 | 15,398 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $354,236 | 14,953 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $323,491 | 14,403 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $80,664 | 3,958 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||