Annis Gardner Whiting Capital Advisors, LLC
Position in CGUS — Capital Group Core Equity ETF
CIK 1998414
TAMPA, FL
Position in CGUS
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$33,118
-$1,560 QoQ
Shares Held
862
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
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 | $33,118 | 862 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $34,678 | 862 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $29,022 | 734 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $25,555 | 692 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $21,910 | 656 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $21,156 | 605 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $19,333 | 564 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||