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Capital Group Gbl Growth Eqt shares owned by Tradition Wealth Management

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

Historical chart of Tradition Wealth Management 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 Tradition Wealth Management 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 Tradition Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.1M 80k 25.73
2023-09-30 $1.8M 80k 22.92
2023-06-30 $1.6M 66k 24.29
2023-03-31 $1.4M 62k 23.05

More positions owned by Tradition Wealth Management

Schwab Us Large Cap Uit Exchange Traded (SCHG)
Ft Cboe Vest Fund Of Uit Exchange Traded (BUFR)
Schwab Fundamental Inl Uit Exchange Traded (FNDF)
Apple Common Stock (AAPL)
Invsc S P 500 Equal Uit Exchange Traded (RSP)
Innovator Us Equity Uit Exchange Traded (UMAY)
Schwab Us Dividend Uit Exchange Traded (SCHD)
Ishares Russell 1000 Uit Exchange Traded (IWD)
Jpmorgan Equity Premium Uit Exchange Traded (JEPI)
Spdr Portfolio S&p 500 Uit Exchange Traded (SPLG)
Xtrackers Msci Eafe Hdgd Uit Exchange Traded (DBEF)
Ishares Msci Usa Qlty Uit Exchange Traded (QUAL)
Schwab Fundamental Us Uit Exchange Traded (FNDX)
Vanguard Dividend Uit Exchange Traded (VIG)
Pacer Us Small Cap Cash Uit Exchange Traded (CALF)

View all positions for Tradition Wealth Management

Top funds holding Capital Group Gbl Growth Eqt

Raymond James & Associates
Raymond James Financial Services Advisors
UBS Group
Commonwealth Equity Services
Advisor Group Holdings
Cambridge Investment Research Advisors
Wells Fargo & Company
Wealth Enhancement Advisory Services
WNY Asset Management
Johnson Bixby & Associates
Baird Financial
Royal Bank of Canada
Financial Council Asset Management
Arlington Financial Advisors
HoyleCohen

View all funds holding Capital Group Gbl Growth Eqt