RM Financial Services, LLC
Position in CGUS — Capital Group Core Equity ETF
CIK 2109852
FALMOUTH, ME
Position in CGUS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,178,994
-$66,929 QoQ
Shares Held
30,687
-0.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.43%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,178,994 | 30,687 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,245,923 | 30,970 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||