J. Derek Lewis & Associates Inc.
Position in CGUS — Capital Group Core Equity ETF
CIK 2077884
NEWPORT BEACH, CA
Position in CGUS
as of Mar 31, 2026
· filed May 21, 2026
Position Value
$12,793,936
+$1,844,175 QoQ
Shares Held
333,002
+22.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,793,936 | 333,002 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $10,949,761 | 272,179 | Shares | Sole | 2026-03-23 | |
| No filing history on record for this holder in this stock. | ||||||