DIVERSIFY WEALTH MANAGEMENT, LLC
Position in CGUS — Capital Group Core Equity ETF
CIK 2030780
SANDY, UT
Position in CGUS
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$2,435,328
+$2,064,730 QoQ
Shares Held
63,387
+588.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,435,328 | 63,387 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $370,598 | 9,212 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||