Question 1

How many shares of CGUS does OSAIC HOLDINGS, INC. own?

Accepted Answer

As of 2026-Q2, OSAIC HOLDINGS, INC. holds 2.5M shares of CGUS (CAPITAL GROUP CORE EQUITY ET).

Question 2

What is OSAIC HOLDINGS, INC.'s CGUS position worth?

Accepted Answer

As of 2026-Q2, OSAIC HOLDINGS, INC.'s CGUS position is worth $113.2M.

Question 3

Is OSAIC HOLDINGS, INC. buying or selling CGUS?

Accepted Answer

In 2026-Q2, OSAIC HOLDINGS, INC. increased their CGUS position (+20.9% change in shares).

Question 4

When did OSAIC HOLDINGS, INC. first buy CGUS?

Accepted Answer

Based on available 13F filings, OSAIC HOLDINGS, INC. first reported a position in CGUS in 2022-Q1. They have held the position across 18 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	2.5M	+20.9%	$113.2M	0.1%	$44.48	43
2026-Q1	Decreased	2.1M	-2.3%	$80.9M	0.1%	$40.31	0
2025-Q4	Increased	2.2M	+6.5%	$86.7M	0.1%	$40.51	38
2025-Q3	Increased	2M	+15.2%	$79.2M	0.1%	$39.25	41
2025-Q2	Increased	1.8M	+16.4%	$64.4M	0.1%	$36.56	41
2025-Q1	Increased	1.5M	+6.5%	$50.4M	0.1%	$32.96	37
2024-Q4	Decreased	1.4M	-9.0%	$49.6M	0.1%	$34.73	0
2024-Q3	Increased	1.6M	+4.3%	$53.4M	0.1%	$33.73	37
2024-Q2	Increased	1.5M	+35.9%	$48.1M	0.1%	$31.74	45
2024-Q1	Decreased	1.1M	-40.9%	$34.2M	0.1%	$30.59	0
2023-Q4	Increased	1.9M	+46.2%	$52.6M	0.1%	$27.72	40
2023-Q3	Increased	1.3M	+46.7%	$31.9M	0.0%	$24.51	39
2023-Q2	Increased	866,807	+33.3%	$22.3M	0.0%	$24.73	37
2023-Q1	Increased	650,359	+17.1%	$15.4M	0.0%	$22.73	33
2022-Q4	Increased	555,176	+67.9%	$12.5M	0.0%	$21.70	41
2022-Q3	Increased	330,716	+35.3%	$6.7M	0.0%	$19.87	35
2022-Q2	Increased	244,388	+308.6%	$5.3M	0.0%	$21.03	44
2022-Q1	New	59,806	-	$1.5M	0.0%	$25.08	35

CGUS18 quarters

CGUS
18 quarters