SEC 13F Intelligence

Challenger Wealth Management / CGUSUSD

Challenger Wealth Management’s Capital Group Core Equity Et Position

Does Challenger Wealth Management own Capital Group Core Equity Et (CGUSUSD)? Yes — 264.6K shares worth $10M (+8.12% of its 13F portfolio) as of Q1 2026, down from 266.5K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
264.6K
% of Portfolio
+8.12%
Quarters Held
6
currently held

Position History CGUSUSD

Reported value by quarter
Q4 ’24: $6MQ4 ’24Q1 ’25: $8MQ1 ’25Q2 ’25: $10MQ2 ’25Q3 ’25: $10MQ3 ’25Q4 ’25: $11MQ4 ’25Q1 ’26: $10MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026264.6K$10M+8.12%
Q4 2025266.5K$11M+8.18%
Q3 2025265.3K$10M+8.20%
Q2 2025272.6K$10M+6.98%
Q1 2025252.9K$8M+6.69%
Q4 2024178.9K$6M+5.39%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Challenger Wealth Management’s full portfolio or all institutional holders of CGUSUSD.