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Capital Group Equity shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Capital Group Equity (CGGG) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Capital Group Equity

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All positions including Capital Group Equity 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 Equity by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $208k 8.2k 25.34
2025-12-31 $234k 8.2k 28.57
2025-09-30 $213k 7.5k 28.43

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust State Street Spd (SPYM)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Intermed Term (BIV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Broadcom (AVGO)

View all positions for Pensionmark Financial Group

Top funds holding Capital Group Equity

Capital Research and Management Company - Division 3
Capital Group Private Client Services
Envestnet Asset Management
Branch Banking & Trust Company
Worthington Financial Partners
Midwest Heritage Bank
LaSalle St. Investment Advisors
RM Financial Services
J. Derek Lewis & Associates
Commonwealth Equity Services
Cambridge Investment Research Advisors
Mml Investors Services
Advisor Group Holdings
Platt Wealth Management
Prime Capital Investment Advisors

View all funds holding Capital Group Equity