HARMONY ASSET MANAGEMENT LLC
Position in CGUS — Capital Group Core Equity ETF
CIK 2002815
Scottsdale, AZ
Position in CGUS
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$493,197
-$15,350 QoQ
Shares Held
12,837
+1.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $493,197 | 12,837 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $508,547 | 12,641 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $504,846 | 12,768 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $516,983 | 13,999 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $437,473 | 13,098 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $471,290 | 13,477 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $480,845 | 14,027 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $399,255 | 12,380 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $272,650 | 8,750 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||