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Capital Group Gbl Growth Eqt shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark 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 Pensionmark 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $332k 13k 25.73

More positions owned by Pensionmark Financial Group

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Tr S&p Mc 400gr Etf (IJK)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Core Msci Total (IXUS)
American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Ishares Tr Sp Smcp600vl Etf (IJS)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Pensionmark Financial Group

Top funds holding Capital Group Gbl Growth Eqt

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

View all funds holding Capital Group Gbl Growth Eqt