SUMMIT WEALTH GROUP LLC / CO
Position in CGUS — Capital Group Core Equity ETF
CIK 2081278
COLORADO SPRINGS, CO
Position in CGUS
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$1,050,556
+$47,381 QoQ
Shares Held
27,344
+9.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,050,556 | 27,344 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,003,175 | 24,936 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $457,784 | 12,396 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||