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Capital Group Equity shares owned by ValMark Advisers

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

Historical chart of ValMark Advisers investment in Capital Group Equity

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Equity held by ValMark Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Equity by ValMark Advisers

Quarter filed Position value Share count Share price at filing
2026-06-30 $311k 11k 28.65

More positions owned by ValMark Advisers

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust ST STR P500GRW (SPYG)
Spdr Series Trust St Str P500val (SPYV)
Spdr Series Trust St Str P400mid (SPMD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust St Shor Corp Etf (SPSB)
Spdr Series Trust ST STR SP600 SML (SPSM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust ST STR PR SP1500 (SPTM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Usd Inv Grde Etf (USIG)
Ishares Msci Emrg Chn (EMXC)

View all positions for ValMark Advisers

Top funds holding Capital Group Equity

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

View all funds holding Capital Group Equity