Octavia Wealth Advisors, LLC
Position in CGUS — Capital Group Core Equity ETF
CIK 1841259
CINCINNATI, OH
Position in CGUS
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$413,514
-$7,975 QoQ
Shares Held
10,763
+2.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $413,514 | 10,763 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $421,489 | 10,477 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $475,191 | 12,018 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $437,066 | 11,835 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $387,406 | 11,599 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $411,422 | 11,765 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $402,721 | 11,748 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $376,228 | 11,666 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $338,241 | 10,855 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $316,111 | 11,170 | Shares | Sole | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||