CGUS β€” CAPITAL GROUP CORE EQUITY ET

Ownership history in Michael Brady & Co., LLC  Β·  2 quarters on record

AI Ownership Summary

Michael Brady & Co., LLC reported CAPITAL GROUP CORE EQUITY ET (CGUS) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 11.68% in 2025 Q4. The latest visible filing shows CGUS at 11.35% 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 Michael Brady & Co., 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 11.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
11.68% in 2025 Q4

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

Time in book
Holding Window
2025 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.

How Michael Brady & Co., 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 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 294,009 +2,985 +1.0% 11.35% $11.3M 2026-04-16 $41.67
2025 Q4 INITIATED 291,024 β€” β€” 11.68% $11.7M 2026-01-27 $41.19

FAQ About Michael Brady & Co., 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 Michael Brady & Co., LLC reported owning CGUS?

Michael Brady & Co., LLC reported CGUS across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported CGUS position in Michael Brady & Co., LLC's portfolio?

The largest reported portfolio weight for CGUS was 11.68% in 2025 Q4.

What is the latest reported CGUS position on this page?

The most recent filing on this page is 2026 Q1, when Michael Brady & Co., LLC reported 294,009 shares, equal to 11.35% of portfolio, with an estimated market value of $11.3M.

What does the chart on this CGUS ownership page compare?

The chart compares Michael Brady & Co., 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.

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