Skip to main content

BARRETT & COMPANY, INC.

Position in CGUS — Capital Group Core Equity ETF

CIK 887602 PROVIDENCE, RI

Position in CGUS

as of Mar 31, 2026 · filed May 4, 2026
Position Value
$35,039
-$4,668 QoQ
Shares Held
912
-7.6% QoQ
Ownership
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2022
14 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
14 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $35,039 912
2025-12-31 $39,707 987
2025-09-30 $39,025 987
2025-06-30 $36,449 987
2025-03-31 $32,965 987
2024-12-31 $34,690 992
2024-09-30 $34,108 995
2024-06-30 $32,056 994
2023-12-31 $28,017 990
2023-09-30 $24,808 988
2023-06-30 $25,346 987
2023-03-31 $23,334 985
2022-12-31 $13,139 585
2022-09-30 $11,922 585