Evergreen Wealth Partners LLC
Position in CGUS — Capital Group Core Equity ETF
CIK 2101006
KALISPELL, MT
Position in CGUS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$668,890
New position
Shares Held
15,038
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
1.46%
of 13F equity value
Holder Rank
#80
of 119 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
All Filings in CGUS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $668,890 | 15,038 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||