Gladstone Institutional Advisory LLC
Position in CGUS — Capital Group Core Equity ETF
CIK 1766530
Bedminster, NJ
Position in CGUS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$942,019
+$249,219 QoQ
Shares Held
24,519
+42.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $942,019 | 24,519 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $692,800 | 17,221 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $491,521 | 12,431 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $411,991 | 11,156 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $430,659 | 12,894 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $297,559 | 8,509 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $296,727 | 8,656 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $219,751 | 6,814 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||