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Capital Group Equity shares owned by Platt Wealth Management

Quarter-by-quarter ownership of Capital Group Equity (CGGG) shares owned by Platt Wealth Management from 13F filings

Historical chart of Platt Wealth Management investment in Capital Group Equity

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All positions including Capital Group Equity held by Platt Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Equity by Platt Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $365k 13k 28.55

More positions owned by Platt Wealth Management

Capital Group Dividend Value Shs Creation Uni (CGDV)
Microsoft Corporation (MSFT)
Monster Beverage Corp (MNST)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Amazon (AMZN)
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)
Dimensional Etf Trust Internatnal Val (DFIV)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
NVIDIA Corporation (NVDA)
T Rowe Price Etf Us Equity Resear (TSPA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Fidelity Covington Trust Enhanced Intl (FENI)

View all positions for Platt Wealth Management

Top funds holding Capital Group Equity

Capital Research and Management Company - Division 3
Capital Group Private Client Services
Branch Banking & Trust Company
Prime Capital Investment Advisors
HighTower Advisors
Cambridge Investment Research Advisors
Platt Wealth Management
Pensionmark Financial Group
Goldman Sachs Group
Advisor Group Holdings
Royal Bank of Canada
EverSource Wealth Advisors
Advisory Services Network
Sunbelt Securities
Harbour Investments

View all funds holding Capital Group Equity