Medallion Wealth Advisors, LLC
Position in CGUS — Capital Group Core Equity ETF
CIK 2131139
FARMINGTON, CT
Position in CGUS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$47,237
+$6,436 QoQ
Shares Held
1,062
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#115
of 119 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,237 | 1,062 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $40,801 | 1,062 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $43,729 | 1,087 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $42,979 | 1,087 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $40,142 | 1,087 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $36,305 | 1,087 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $28,850 | 825 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||