Pines Wealth Management, LLC
Position in CGUS — Capital Group Core Equity ETF
CIK 2037426
SOUTHERN PINES, NC
Position in CGUS
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$2,163,660
-$354,778 QoQ
Shares Held
56,316
-10.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,163,660 | 56,316 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,518,438 | 62,601 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,448,712 | 61,930 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,394,910 | 64,850 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $2,012,216 | 60,246 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,798,996 | 51,444 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||