Lantern Wealth Advisors, LLC
Position in CGUS — Capital Group Core Equity ETF
CIK 1950218
MELVILLE, NY
Position in CGUS
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$572,919
+$50,694 QoQ
Shares Held
14,912
+14.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $572,919 | 14,912 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $522,225 | 12,981 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $397,772 | 10,060 | Shares | Sole | 2025-11-26 | |
| 2025-06-30 | $359,550 | 9,736 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||