Kingsview Wealth Management, LLC
Position in CGUS — Capital Group Core Equity ETF
CIK 1791965
GRANTS PASS, OR
Position in CGUS
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$4,983,650
+$577,017 QoQ
Shares Held
129,715
+18.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,983,650 | 129,715 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,406,633 | 109,536 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,203,768 | 81,026 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,363,860 | 253,557 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $6,585,945 | 197,184 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $254,231 | 7,270 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $224,876 | 6,560 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $515,484 | 15,984 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $468,802 | 15,045 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||