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Capital Group Gbl Growth Eqt shares owned by Vertex Planning Partners

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

Historical chart of Vertex Planning Partners 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 Vertex Planning Partners 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 Vertex Planning Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $220k 6.4k 34.17
2025-06-30 $206k 6.4k 31.97

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Spdr Series Trust Portfolio S&p500 (SPLG)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Apple (AAPL)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Blackrock Etf Trust Ishares Intl Div (BIDD)
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Ishares Tr TRS FLT RT BD (TFLO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Hdg Msci Eafe (HEFA)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)

View all positions for Vertex Planning Partners

Top funds holding Capital Group Gbl Growth Eqt

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

View all funds holding Capital Group Gbl Growth Eqt