Worth Financial Advisory Group, LLC
Position in CGUS — Capital Group Core Equity ETF
CIK 1964358
CHARLOTTE, NC
Position in CGUS
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$67,350
-$257,708 QoQ
Shares Held
1,753
-78.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $67,350 | 1,753 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $325,058 | 8,080 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $318,731 | 8,061 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $411,215 | 11,135 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $370,973 | 11,107 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $213,456 | 6,104 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $208,730 | 6,089 | Shares | Sole | 2024-10-25 | |
| No filing history on record for this holder in this stock. | ||||||