Marshall & Sterling Wealth Advisors Inc.
Position in CGUS — Capital Group Core Equity ETF
CIK 2056315
POUGHKEEPSIE, NY
Position in CGUS
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$384
-$120,642 QoQ
Shares Held
10
-99.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $384 | 10 | Shares | Sole | 2026-05-07 | |
| 2025-09-30 | $121,026 | 3,061 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $77,512 | 2,099 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $58,681 | 1,757 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||