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CGUS
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Position history for Merit Financial Group, LLC's holdings in CAPITAL GROUP CORE EQUITY ET

Merit Financial Group, LLC holds 2.3M shares of CGUS (CAPITAL GROUP CORE EQUITY ET), worth $88.6M as of 2026-Q1. The position was increased (+5.2% shares). CGUS represents 0.7% of Merit Financial Group, LLC's portfolio.

Current Value

$88.6M

Current Shares

2.3M

Total Value Change

+$86.4M

Total Shares Change

+2.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
2.3M
+5.2%
$88.6M0.7%$40.31
44
2025-Q4
Increased
2.2M
+4.1%
$88.2M0.7%$40.51
44
2025-Q3
Increased
2.1M
+1624.4%
$83.3M0.8%$39.25
68
2025-Q2
Increased
122,226
+16.9%
$4.5M0.1%$36.56
31
2025-Q1
Increased
104,581
+35.0%
$3.5M0.1%$32.96
34
2024-Q4
Increased
77,490
+10.9%
$2.7M0.0%$34.73
29
2024-Q3
Increased
69,900
+0.6%
$2.4M0.1%$33.73
26
2024-Q2
Decreased
69,459
-35.9%
$2.2M0.0%$31.74
0

Other major holders of CGUS: LPL Financial LLC, ENVESTNET ASSET MANAGEMENT INC

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