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Capital Group Gbl Growth Eqt shares owned by Colonial River Wealth Management

Quarter-by-quarter ownership of Capital Group Gbl Growth Eqt (CGGO) shares owned by Colonial River Wealth Management from 13F filings

Historical chart of Colonial River Wealth Management investment in Capital Group Gbl Growth Eqt

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Gbl Growth Eqt held by Colonial River Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Gbl Growth Eqt by Colonial River Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.7M 92k 28.80
2023-12-31 $621k 24k 25.73
2023-09-30 $974k 43k 22.92

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Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Capital Group Growth Etf Shs Creation Uni (CGGR)
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Select Sector Spdr Tr Energy (XLE)

View all positions for Colonial River Wealth Management

Top funds holding Capital Group Gbl Growth Eqt

Northwestern Mutual Wealth Management Company
Raymond James & Associates
LPL Financial
Raymond James Financial Services Advisors
UBS Group
Commonwealth Equity Services
Wells Fargo & Company
Advisor Group Holdings
Envestnet Asset Management
Royal Bank of Canada
Cambridge Investment Research Advisors
Wealth Enhancement Advisory Services
Johnson Bixby & Associates
WNY Asset Management
Baird Financial

View all funds holding Capital Group Gbl Growth Eqt