Swisher Financial Concepts, Inc.
Position in CGUS — Capital Group Core Equity ETF
CIK 1947503
WESTERVILLE, OH
Position in CGUS
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$343,474
-$313,562 QoQ
Shares Held
8,940
-45.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $343,474 | 8,940 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $657,036 | 16,332 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $679,653 | 17,189 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $926,241 | 25,081 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $974,678 | 29,182 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $406,701 | 11,630 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,241,553 | 36,218 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $989,784 | 30,691 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $692,499 | 22,224 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $506,909 | 17,912 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||