Hobart Private Capital, LLC
Position in CGUS — Capital Group Core Equity ETF
CIK 1767062
CHARLOTTE, NC
Position in CGUS
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$564,658
-$148,458 QoQ
Shares Held
14,697
-17.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.57%
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 | $564,658 | 14,697 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $713,116 | 17,726 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $727,101 | 18,389 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $527,840 | 14,293 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $456,110 | 13,656 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $431,984 | 12,353 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $412,319 | 12,028 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $368,488 | 11,426 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||