Confluence Wealth Services, Inc.
Position in CGUS — Capital Group Core Equity ETF
CIK 1910411
MCMURRAY, PA
Position in CGUS
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,988,158
+$17,653 QoQ
Shares Held
51,748
+5.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,988,158 | 51,748 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,970,505 | 48,981 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,943,035 | 49,141 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,432,366 | 38,786 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,146,722 | 34,333 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $568,052 | 16,244 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $340,914 | 9,945 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $344,623 | 10,686 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $296,830 | 9,526 | Shares | Sole | 2024-04-22 | |
| 2022-09-30 | $492,380 | 24,160 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $792,914 | 36,523 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||