Mascagni Wealth Management, Inc.
Position in CGUS — Capital Group Core Equity ETF
CIK 2063074
CLINTON, MS
Position in CGUS
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$304,709
-$1,763 QoQ
Shares Held
7,931
+4.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.54%
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 | $304,709 | 7,931 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $306,472 | 7,618 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $288,562 | 7,298 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $677,222 | 18,338 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $871,439 | 26,091 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $912,402 | 26,091 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||