Berger Financial Group, Inc
Position in CGUS — Capital Group Core Equity ETF
CIK 1826136
Plymouth, MN
Position in CGUS
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$4,639,676
-$207,717 QoQ
Shares Held
120,762
+0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,639,676 | 120,762 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $4,847,393 | 120,492 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $4,536,226 | 114,725 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $4,248,611 | 115,045 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $4,131,045 | 123,684 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,789,978 | 108,378 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||