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Capital Group Core Equity Et shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth 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 Simplicity Wealth 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 Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.4M 76k 31.16

More positions owned by Simplicity Wealth

Vanguard Index Fds Large Cap Etf (VV)
Sprott Physical Gold & Silve Tr Unit (CEF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Sprott Physical Gold Tr Unit (PHYS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Amazon (AMZN)

View all positions for Simplicity Wealth

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