National Wealth Management Group, LLC
Position in CGUS — Capital Group Core Equity ETF
CIK 1977723
CINCINNATI, OH
Position in CGUS
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$293,259
-$25,080 QoQ
Shares Held
7,633
-3.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $293,259 | 7,633 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $318,339 | 7,913 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $312,880 | 7,913 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $311,467 | 8,434 | Shares | Sole | 2025-09-25 | |
| 2025-03-31 | $319,270 | 9,559 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $335,677 | 9,599 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $322,197 | 9,399 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $302,150 | 9,369 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $297,079 | 9,534 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $271,227 | 9,584 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $239,022 | 9,519 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $244,447 | 9,519 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $225,505 | 9,519 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $211,910 | 9,435 | Shares | Sole | 2023-11-17 | |
| No filing history on record for this holder in this stock. | ||||||