Heritage Wealth Management, Inc.
Position in CGUS — Capital Group Core Equity ETF
CIK 1944755
CINCINNATI, OH
Position in CGUS
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$318,578
+$42,279 QoQ
Shares Held
8,292
+20.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $318,578 | 8,292 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $276,299 | 6,868 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||