How many shares of CGUS does &PARTNERS own?

As of 2026-Q2, &PARTNERS holds 1.2M shares of CGUS (CAPITAL GROUP CORE EQUITY ET).

What is &PARTNERS's CGUS position worth?

As of 2026-Q2, &PARTNERS's CGUS position is worth $54.2M.

In 2026-Q2, &PARTNERS decreased their CGUS position (-4.8% change in shares).

Based on available 13F filings, &PARTNERS first reported a position in CGUS in 2022-Q2. They have held the position across 17 quarters.

Position history for &PARTNERS's holdings in CAPITAL GROUP CORE EQUITY ET

Current Value

$54.2M

Current Shares

1.2M

Total Value Change

+$53.5M

Total Shares Change

+1.2M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	1.2M	-4.8%	$54.2M	0.2%	$44.48	0
2026-Q1	Increased	1.3M	+8.6%	$49.2M	0.2%	$40.31	38
2025-Q4	Increased	1.2M	+116.5%	$47.4M	0.2%	$40.51	56
2025-Q3	Increased	544,342	+19.2%	$21.5M	0.1%	$39.25	40
2025-Q2	Increased	456,595	+21.4%	$16.9M	0.1%	$36.56	40
2025-Q1	Increased	376,157	+33.3%	$12.5M	0.1%	$32.96	43
2024-Q4	Increased	282,210	+14.4%	$9.9M	0.1%	$34.73	38
2024-Q3	Decreased	246,581	-2.1%	$8.5M	0.2%	$33.73	0
2024-Q2	Increased	251,998	+3.0%	$8.1M	0.4%	$31.74	34
2024-Q1	Increased	244,578	+15.4%	$7.6M	1.0%	$30.59	50
2023-Q4	Decreased	211,844	-4.5%	$6M	1.5%	$27.72	0
2023-Q3	Increased	221,941	+2.8%	$5.6M	2.6%	$24.51	48
2023-Q2	Increased	215,971	+3.9%	$5.5M	2.5%	$24.73	48
2023-Q1	Increased	207,934	+1.0%	$5M	2.4%	$22.73	47
2022-Q4	Increased	205,935	+177.1%	$4.6M	2.3%	$21.70	74
2022-Q3	Increased	74,314	+143.6%	$1.5M	0.9%	$19.87	58
2022-Q2	New	30,506	-	$760,000	0.4%	$21.03	41