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UPTICK PARTNERS, LLC

Position in CGUS — Capital Group Core Equity ETF

CIK 2005353 NACOGDOCHES, TX

Position in CGUS

as of Mar 31, 2026 · filed May 4, 2026
Position Value
$629,242
+$11,350 QoQ
Shares Held
16,378
+6.6% QoQ
Ownership
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $629,242 16,378
2025-12-31 $617,892 15,359
2025-09-30 $610,972 15,452
2025-06-30 $579,468 15,691
2025-03-31 $359,083 10,751
2024-12-31 $371,521 10,624
2024-09-30 $384,758 11,224
2024-06-30 $413,574 12,824
2024-03-31 $399,595 12,824
2023-12-31 $405,369 14,324