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Capital Group Core Equity Et shares owned by Global Retirement Partners

Quarter-by-quarter ownership of Capital Group Core Equity Et (CGUS) shares owned by Global Retirement Partners from 13F filings

Historical chart of Global Retirement Partners investment in Capital Group Core Equity Et

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Equity Et held by Global Retirement Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Equity Et by Global Retirement Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $719k 23k 31.16
2023-12-31 $534k 19k 28.19
2023-09-30 $369k 15k 24.88
2023-06-30 $349k 14k 25.68
2023-03-31 $269k 11k 23.84
2022-12-31 $29k 1.3k 22.47

More positions owned by Global Retirement Partners

Arthur J. Gallagher & Co. (AJG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Us Treas Bd Etf (GOVT)
NVIDIA Corporation (NVDA)

View all positions for Global Retirement Partners

Top funds holding Capital Group Core Equity Et

LPL Financial
Commonwealth Equity Services
Raymond James & Associates
Raymond James Financial Services Advisors
Wells Fargo & Company
Cambridge Investment Research Advisors
Advisor Group Holdings
Baird Financial
CWM
Souders Financial Advisors
Midwest Heritage Bank
Assetmark
Royal Bank of Canada
TCG Advisory Services
Wealth Enhancement Advisory Services

View all funds holding Capital Group Core Equity Et