FinDec Wealth Services, Inc.
Position in CGUS — Capital Group Core Equity ETF
CIK 1916066
Stockton, CA
Position in CGUS
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$208,697
-$10,596 QoQ
Shares Held
5,432
-0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.85%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $208,697 | 5,432 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $219,293 | 5,451 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $221,977 | 5,614 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $285,801 | 7,739 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $803,336 | 24,052 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,415,106 | 183,446 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,840,350 | 228,715 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,329,360 | 227,267 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $7,373,577 | 236,636 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,755,493 | 238,710 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $4,704,609 | 187,360 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $4,749,130 | 184,935 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $4,411,788 | 186,230 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,147,957 | 184,682 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||