Financial Gravity Asset Management, Inc.
Position in CGUS — Capital Group Core Equity ETF
CIK 1741736
Lakeway, TX
Position in CGUS
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$24,204
-$1,140 QoQ
Shares Held
630
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,204 | 630 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $25,344 | 630 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $24,910 | 630 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||