SEC 13F Intelligence

J. Derek Lewis & Associates Inc. / CGUS

J. Derek Lewis & Associates Inc.’s Capital Group Core Equity Et Position

Does J. Derek Lewis & Associates Inc. own Capital Group Core Equity Et (CGUS)? Yes333.0K shares worth $13M (+2.88% of its 13F portfolio) as of Q1 2026.

Position Value
$13M
Q1 2026
Shares
333.0K
% of Portfolio
+2.88%
Quarters Held
1
currently held

Position History CGUS

Reported value by quarter
Q1 ’26: $13MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026333.0K$13M+2.88%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See J. Derek Lewis & Associates Inc.’s full portfolio or all institutional holders of CGUS.