GREAT VALLEY ADVISOR GROUP, INC.
Position in CGUS — Capital Group Core Equity ETF
CIK 1769897
WILMINGTON, DE
Position in CGUS
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$7,322,467
-$1,484,684 QoQ
Shares Held
190,590
-12.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,322,467 | 190,590 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $8,807,151 | 218,920 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $8,302,332 | 209,973 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,199,060 | 194,938 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,246,939 | 157,094 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,254,937 | 93,078 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $2,011,036 | 58,665 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,375,365 | 42,647 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,128,490 | 36,216 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $919,014 | 32,474 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||