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Capital Group Equity Etf Tr shares owned by KWB Wealth

Quarter-by-quarter ownership of Capital Group Equity Etf Tr (CGMM) shares owned by KWB Wealth from 13F filings

Historical chart of KWB Wealth investment in Capital Group Equity Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Equity Etf Tr held by KWB Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Equity Etf Tr by KWB Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $13M 380k 32.97

More positions owned by KWB Wealth

Spdr Series Trust St Str P500etf (SPYM)
Spdr Series Trust ST STR P500GRW (SPYG)
Spdr Series Trust St Str P500val (SPYV)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Capital Group Core Balanced SHS (CGBL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Capital Group Dividend Value Shs Creat Unit (CGDV)
Spdr Series Trust St Inter Etf (SPTI)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Ishares Core Msci Emkt (IEMG)
Spdr Series Trust ST STR SP600 SML (SPSM)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
Ishares Tr Core Univrsl Usd (IUSB)
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)
J P Morgan Exchange Traded F Active Bond Etf (JBND)

View all positions for KWB Wealth

Top funds holding Capital Group Equity Etf Tr

LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Advisor Group Holdings
Pathstone Holdings
Cetera Investment Advisers
Jones Financial Companies, L.L
Merit Financial Group
Commonwealth Equity Services
Captrust Financial Advisors
Kestra Investment Management
Sei Investments
Mml Investors Services
Northwestern Mutual Wealth Management Company
Stifel Financial

View all funds holding Capital Group Equity Etf Tr