KOM Wealth Management Group, LLC
Position in CGUS — Capital Group Core Equity ETF
CIK 1804116
APPLETON, WI
Position in CGUS
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$1,002,877
+$62,139 QoQ
Shares Held
26,103
+11.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.99%
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 | $1,002,877 | 26,103 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $940,738 | 23,384 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $868,456 | 21,964 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $724,566 | 19,620 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $539,443 | 16,151 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $413,135 | 11,814 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $301,801 | 8,804 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $264,901 | 8,214 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $222,451 | 7,139 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||