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Capital Group Gbl Growth Eqt shares owned by Clarity Wealth Advisors

Quarter-by-quarter ownership of Capital Group Gbl Growth Eqt (CGGO) shares owned by Clarity Wealth Advisors from 13F filings

Historical chart of Clarity Wealth Advisors 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 Clarity Wealth Advisors 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 Clarity Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.0M 232k 30.15
2024-06-30 $5.7M 195k 29.44
2024-03-31 $4.6M 160k 28.80
2023-12-31 $3.1M 121k 25.73

More positions owned by Clarity Wealth Advisors

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Vanguard Index Fds Small Cp Etf (VB)
Costco Wholesale Corporation (COST)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
NVIDIA Corporation (NVDA)

View all positions for Clarity Wealth Advisors

Top funds holding Capital Group Gbl Growth Eqt

Capital Group Private Client Services
Northwestern Mutual Wealth Management Company
Raymond James & Associates
LPL Financial
Raymond James Financial Services Advisors
Envestnet Asset Management
Morgan Stanley
Commonwealth Equity Services
Wells Fargo & Company
Advisor Group Holdings
Royal Bank of Canada
Cambridge Investment Research Advisors
Mml Investors Services
Cetera Investment Advisers
Bank of America Corporation

View all funds holding Capital Group Gbl Growth Eqt