Summit Investment Advisory Services, LLC / CGUSUSD
Summit Investment Advisory Services, LLC’s Capital Group Core Equity Et Position
Does Summit Investment Advisory Services, LLC own Capital Group Core Equity Et (CGUSUSD)? Yes — 482.4K shares worth $19M (+6.88% of its 13F portfolio) as of Q1 2026, down from 734.7K shares the prior filed quarter.
Position Value
$19M
Q1 2026
Shares
482.4K
% of Portfolio
+6.88%
Quarters Held
12
currently held
Position History CGUSUSD
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 482.4K | $19M | +6.88% |
| Q4 2025 | 734.7K | $30M | +11.16% |
| Q3 2025 | 671.0K | $25M | +10.78% |
| Q1 2025 | 633.9K | $21M | +10.38% |
| Q4 2024 | 631.0K | $22M | +11.38% |
| Q3 2024 | 603.5K | $21M | +10.97% |
| Q1 2024 | 571.1K | $18M | +10.54% |
| Q4 2023 | 596.7K | $17M | +10.63% |
| Q3 2023 | 585.2K | $15M | +10.89% |
| Q2 2023 | 747.7K | $19M | +12.70% |
| Q1 2023 | 762.3K | $18M | +12.85% |
| Q4 2022 | 10.8K | $242,855 | +0.29% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Summit Investment Advisory Services, LLC’s full portfolio or all institutional holders of CGUSUSD.