CAPITAL GROUP CORE EQUITY ET

Ticker: CGUS CUSIP: 14020V108 Class: SHS CREATION UNI

Meridian Wealth Management, LLC's Holding History (CIK: 0001697300)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 61,462 Value ($000) $2,473 Avg Close Range
Q3 2025
Shares 57,650 Value ($000) $2,279 Avg Close Range
Q2 2025
Shares 49,265 Value ($000) $1,819 Avg Close Range
Q1 2025
Shares 35,113 Value ($000) $1,173 Avg Close Range
Q4 2024
Shares 35,099 Value ($000) $1,227 Avg Close Range
Q3 2024
Shares 35,099 Value ($000) $1,203 Avg Close Range
Q2 2024
Shares 34,670 Value ($000) $1,118 Avg Close Range
Q4 2023
Shares 34,838 Value ($000) $986 Avg Close Range
Q3 2023
Shares 20,059 Value ($000) $504 Avg Close Range
Q2 2023
Shares 17,212 Value ($000) $442 Avg Close Range
Q1 2023
Shares 14,014 Value ($000) $332 Avg Close Range
Q4 2022
Shares 13,658 Value ($000) $307 Avg Close Range
Q3 2022
Shares 11,615 Value ($000) $237 Avg Close Range