ECLECTIC ASSOCIATES INC /ADV
Position in CGUS — Capital Group Core Equity ETF
CIK 743482
FULLERTON, CA
Position in CGUS
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$331,372
-$41,278 QoQ
Shares Held
8,625
-6.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $331,372 | 8,625 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $372,650 | 9,263 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $435,533 | 11,015 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $409,738 | 11,095 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $418,535 | 12,531 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $444,503 | 12,711 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||