Position history for Merit Financial Group, LLC's holdings in CAPITAL GROUP CORE EQUITY
Merit Financial Group, LLC holds 2.2M shares of CGUS (CAPITAL GROUP CORE EQUITY), worth $88.2M as of 2025-Q4. The position was increased (++4.1% shares). CGUS represents 0.7% of Merit Financial Group, LLC's portfolio.
Current Value
$88.2M
Current Shares
2.2M
Total Value Change
+$86M
Total Shares Change
+2.1M
Other major holders of CGUS: Kestra Advisory Services, LLC, LPL Financial LLC
Increased |
| 2.2M |
+4.1% |
| $88.2M |
| 0.7% |
| $40.51 |
44 |
| 2025-Q3 | Increased | 2.1M | +1624.4% | $83.3M | 0.8% | $39.25 | 68 |
| 2025-Q2 | Increased | 122,226 | +16.9% | $4.5M | 0.1% | $36.56 | 31 |
| 2025-Q1 | Increased | 104,581 | +35.0% | $3.5M | 0.1% | $32.96 | 34 |
| 2024-Q4 | Increased | 77,490 | +10.9% | $2.7M | 0.0% | $34.73 | 29 |
| 2024-Q3 | Increased | 69,900 | +0.6% | $2.4M | 0.1% | $33.73 | 26 |
| 2024-Q2 | Decreased | 69,459 | -35.9% | $2.2M | 0.0% | $31.74 | 0 |