Forge Financial Services LLC
Position in CGUS — Capital Group Core Equity ETF
CIK 2055357
EDMOND, OK
Position in CGUS
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$16,732,947
-$941,459 QoQ
Shares Held
435,527
-0.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.09%
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 | $16,732,947 | 435,527 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $17,674,406 | 439,334 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $16,854,597 | 426,267 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $14,393,689 | 389,756 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $12,101,187 | 362,311 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $11,976,315 | 342,474 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||