Concurrent Investment Advisors, LLC
Position in CGUS — Capital Group Core Equity ETF
CIK 2001015
Tampa, FL
Position in CGUS
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$5,020,878
-$2,899,804 QoQ
Shares Held
130,684
-33.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,020,878 | 130,684 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $7,920,682 | 196,885 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $4,694,346 | 118,724 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $3,409,266 | 92,317 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,336,701 | 40,021 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,333,965 | 38,146 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,095,965 | 31,971 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $871,104 | 27,011 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||