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Capital Group Gbl Growth Eqt shares owned by ValMark Advisers

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

Historical chart of ValMark Advisers 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 ValMark Advisers 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 ValMark Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.0M 155k 25.73
2023-09-30 $390k 17k 22.92
2023-06-30 $341k 14k 24.29
2023-03-31 $319k 14k 23.06
2022-12-31 $304k 15k 21.01

More positions owned by ValMark Advisers

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dbx Etf Tr Xtrack Usd High (HYLB)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Usd Inv Grde Etf (USIG)

View all positions for ValMark Advisers

Top funds holding Capital Group Gbl Growth Eqt

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

View all funds holding Capital Group Gbl Growth Eqt