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Summit Financial, LLC

Position in CGUS — Capital Group Core Equity ETF

CIK 1765536 PARSIPPANY, NJ

Position in CGUS

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$2,222,398
+$499,377 QoQ
Shares Held
49,964
+11.4% QoQ
Ownership
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#59
of 119 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in CGUS Over Time

Shares Held

Position Value (USD)

All Filings in CGUS

Export CSV
4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,222,398 49,964
2026-03-31 $1,723,021 44,847
2025-12-31 $1,438,906 35,767
2025-09-30 $1,028,988 26,024