Belpointe Asset Management LLC
Position in CGUS — Capital Group Core Equity ETF
CIK 1721242
RENO, NV
Position in CGUS
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$995,692
-$3,057 QoQ
Shares Held
25,916
+4.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 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
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $995,692 | 25,916 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $998,749 | 24,826 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $981,620 | 24,826 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $907,259 | 24,567 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $825,547 | 24,717 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $829,348 | 23,716 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $812,984 | 23,716 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $764,841 | 23,716 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $714,405 | 22,927 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $597,894 | 21,127 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $626,243 | 24,940 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $614,779 | 23,940 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $897,495 | 37,885 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $717,372 | 31,940 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $612,215 | 30,040 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $389,260 | 17,930 | Shares | Sole | 2022-08-02 | |
| No filing history on record for this holder in this stock. | ||||||