Investmark Advisory Group LLC
Position in CGUS — Capital Group Core Equity ETF
CIK 1926349
Shelton, CT
Position in CGUS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$297,025
-$13,993 QoQ
Shares Held
7,731
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CGUS Over Time
Shares Held
Position Value (USD)
All Filings in CGUS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $297,025 | 7,731 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $311,018 | 7,731 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $304,695 | 7,706 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $361,249 | 9,782 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $338,275 | 10,128 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $354,176 | 10,128 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $346,125 | 10,097 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $325,176 | 10,083 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $289,351 | 9,286 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $262,765 | 9,285 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $230,032 | 9,161 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $236,898 | 9,225 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||