Tempus Wealth Planning »

Capital Group Gbl Growth Eqt shares owned by Tempus Wealth Planning

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

Historical chart of Tempus Wealth Planning 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 Tempus Wealth Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group Gbl Growth Eqt by Tempus Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $714k 24k 30.15
2024-06-30 $507k 17k 29.44
2024-03-31 $277k 9.6k 28.80

More positions owned by Tempus Wealth Planning

Ge Aerospace Com New (GE)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ge Vernova (GEV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Blackrock Ultra (ICSH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Tempus Wealth Planning

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