CGUS — CAPITAL GROUP CORE EQUITY ETF SHS

Ownership history in BIP Wealth, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which BIP Wealth, LLC reported a position in CAPITAL GROUP CORE EQUITY ETF SHS (CGUS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.94% (2025 Q4)
Avg. % of fund
0.47%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 659,775 +654,460 +12313.5% 0.94% $26.5M $40.23
2025 Q3 INITIATED 5,315 — — 0.01% $210K $39.44
% of Fund (quarterly)    CGUS price (monthly, adj. close)

Other funds also holding CGUS

As of 2025 Q4 — sorted by position size

Summit Investment Advisory Services, LLC 3Y 11.16% Challenger Wealth Management 8.18% Ergawealth Advisors, Inc. 7.31% Burford Brothers, Inc. 5.89% Cannon Wealth Management Services, LLC 5.37% Souders Financial Advisors 3Y 4.45% Investment Planning Advisors, Inc. 4.16% Worthington Financial Partners, LLC 3.9% BNB Wealth Management, LLC 3.67% AA Financial Advisors, LLC 3.16%
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