Perennial Investment Advisors, LLC
Position in CGUS — Capital Group Core Equity ETF
CIK 1801523
Los Angeles, CA
Position in CGUS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,548,301
+$1,008,018 QoQ
Shares Held
124,737
+5.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#41
of 119 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,548,301 | 124,737 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,540,283 | 118,175 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,596,237 | 114,249 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,773,578 | 95,437 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,180,153 | 86,113 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,052,697 | 61,458 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,292,980 | 36,974 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||