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Position history for MFMerit 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 $100.9M as of 2026-Q2. The position was decreased (-1.7% shares). CGUS represents 0.6% of Merit Financial Group, LLC's portfolio.

Current Value

$100.9M

Current Shares

2.3M

Total Value Change

+$98.5M

Total Shares Change

+2.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
2.3M
-1.7%
$100.9M0.6%$44.48
0
2026-Q1
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

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

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