CERTIOR FINANCIAL GROUP, LLC CGUS β€” CAPITAL GROUP CORE EQUITY ET

Ownership history in CERTIOR FINANCIAL GROUP, LLC  Β·  6 quarters on record

AI Ownership Summary

CERTIOR FINANCIAL GROUP, LLC reported CAPITAL GROUP CORE EQUITY ET (CGUS) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.68% in 2024 Q4. The latest visible filing shows CGUS at 0.57% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CGUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CERTIOR FINANCIAL GROUP, LLC's position in CAPITAL GROUP CORE EQUITY ET, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CGUS was reported at 0.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.68% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CGUS stock page CERTIOR FINANCIAL GROUP, LLC fund profile CERTIOR FINANCIAL GROUP, LLC full holdings
How CERTIOR FINANCIAL GROUP, LLC held CGUS β€” position size vs. price
% of Fund (quarterly)    CGUS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 23,496 +62 +0.3% 0.57% $903K 2026-04-27 $42.39
2025 Q4 ADDED β€” β€” β€” 23,434 +118 +0.5% 0.64% $943K 2026-02-04 $40.41
2025 Q3 ADDED β€” β€” β€” 23,316 +1,833 +8.5% 0.61% $922K 2025-10-31 $40.06
2025 Q2 REDUCED 7.3% +6.8% ❌ 21,483 -1,690 -7.3% 0.59% $793K 2025-08-13 $38.24
2025 Q1 ADDED β€” β€” β€” 23,173 +875 +3.9% 0.63% $774K 2025-05-15 $34.55
2024 Q4 INITIATED β€” β€” β€” 22,298 β€” β€” 0.68% $780K 2025-02-13 $35.96

🏒 Other funds also holding CGUS

As of 2026 Q1 β€” sorted by position size

Midwest Heritage Bank, FSB 3Y 12.98% Michael Brady & Co., LLC 11.35% Vigil Wealth Management, LLC 9.48% Ergawealth Advisors, Inc. 7.18% Summit Investment Advisory Services, LLC 3Y 6.88% Guided Capital Wealth Management, LLC 6.17% Burford Brothers, Inc. 5.76% Souders Financial Advisors 3Y 4.37% Aspire Growth Partners LLC 4.26% Boyer Financial Services, Inc. 4.05%

FAQ About CERTIOR FINANCIAL GROUP, LLC and CGUS

These are the practical questions this page is built to answer before you even open the full history table.

How long has CERTIOR FINANCIAL GROUP, LLC reported owning CGUS?

CERTIOR FINANCIAL GROUP, LLC reported CGUS across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported CGUS position in CERTIOR FINANCIAL GROUP, LLC's portfolio?

The largest reported portfolio weight for CGUS was 0.68% in 2024 Q4.

What is the latest reported CGUS position on this page?

The most recent filing on this page is 2026 Q1, when CERTIOR FINANCIAL GROUP, LLC reported 23,496 shares, equal to 0.57% of portfolio, with an estimated market value of $903K.

What does the chart on this CGUS ownership page compare?

The chart compares CERTIOR FINANCIAL GROUP, LLC's quarterly CGUS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CERTIOR FINANCIAL GROUP, LLC time their CGUS position?

Based on 13F filing dates vs. subsequent CGUS price moves, CERTIOR FINANCIAL GROUP, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on CGUS relative to SPY over the holding period was -0.8%.

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