Beacon Financial Advisory LLC
Position in CGUS — Capital Group Core Equity ETF
CIK 1800502
Cleveland, OH
Position in CGUS
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$653,639
-$67,242 QoQ
Shares Held
17,013
-5.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 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
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $653,639 | 17,013 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $720,881 | 17,919 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $792,935 | 20,054 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $742,588 | 20,108 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $704,606 | 21,096 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $789,622 | 22,580 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $772,465 | 22,534 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $623,457 | 19,332 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $553,962 | 17,778 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $443,574 | 15,674 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $376,198 | 14,982 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $312,910 | 12,185 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $213,115 | 8,996 | Shares | Sole | 2023-04-18 | |
| No filing history on record for this holder in this stock. | ||||||