RICHARDS, MERRILL & PETERSON, INC.
Position in CGUS — Capital Group Core Equity ETF
CIK 90108
SPOKANE, WA
Position in CGUS
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$542,682
+$69,980 QoQ
Shares Held
14,125
+20.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $542,682 | 14,125 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $472,702 | 11,750 | Shares | Sole | 2026-01-27 | |
| 2025-03-31 | $95,190 | 2,850 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $99,664 | 2,850 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||