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Capital Group Gbl Growth Eqt shares owned by Merit Financial Group

Quarter-by-quarter ownership of Capital Group Gbl Growth Eqt (CGGO) shares owned by Merit Financial Group from 13F filings

Historical chart of Merit Financial Group 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 Merit Financial Group 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 Merit Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $606k 21k 28.35
2023-12-31 $550k 21k 25.73
2023-09-30 $257k 11k 22.92
2023-06-30 $277k 11k 24.29
2023-03-31 $502k 22k 23.06
2022-12-31 $441k 21k 21.01

More positions owned by Merit Financial Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Us Vlu (IUSV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Ishares Tr Core Msci Eafe (IEFA)
United Parcel Service CL B (UPS)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Usd Inv Grde Etf (USIG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard World Mega Grwth Ind (MGK)

View all positions for Merit Financial Group

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