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Capital Group Gbl Growth Eqt shares owned by Beacon Financial Strategies CORP

Quarter-by-quarter ownership of Capital Group Gbl Growth Eqt (CGGO) shares owned by Beacon Financial Strategies CORP from 13F filings

Historical chart of Beacon Financial Strategies CORP investment in Capital Group Gbl Growth Eqt

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Gbl Growth Eqt held by Beacon Financial Strategies CORP consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Gbl Growth Eqt by Beacon Financial Strategies CORP

Quarter filed Position value Share count Share price at filing
2026-06-30 $77k 1.8k 42.33

More positions owned by Beacon Financial Strategies CORP

Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Amazon (AMZN)
Eli Lilly & Co. (LLY)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Beacon Financial Strategies CORP

Top funds holding Capital Group Gbl Growth Eqt

Capital Group Private Client Services
LPL Financial
Raymond James Financial
Envestnet Asset Management
Morgan Stanley
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Wells Fargo & Company
Forge Financial Services
Commonwealth Equity Services
Jones Financial Companies, L.L
UBS Group
Royal Bank of Canada
Bank of America Corporation
Advisor Group Holdings

View all funds holding Capital Group Gbl Growth Eqt