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Balboa Wealth Partners

Position in CGUS — Capital Group Core Equity ETF

CIK 1929008 SCOTTSDALE, AZ

Position in CGUS

as of Mar 31, 2026 · filed Apr 16, 2026
Position Value
$510,448
-$15,679 QoQ
Shares Held
13,286
+1.6% QoQ
Ownership
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2024
5 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
5 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $510,448 13,286
2025-12-31 $526,127 13,078
2025-09-30 $473,451 11,974
2025-06-30 $324,799 8,795
2024-03-31 $209,332 6,718