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Capital Group Equity Etf Tr shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial Group investment in Capital Group Equity Etf Tr

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All positions including Capital Group Equity Etf Tr held by Pensionmark Financial Group 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $821k 29k 28.39
2025-06-30 $291k 11k 26.88
2025-03-31 $219k 9.2k 23.89

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Bd Index Fds Short Trm Bond (BSV)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Church & Dwight (CHD)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Pensionmark Financial Group

Top funds holding Capital Group Equity Etf Tr

Envestnet Asset Management
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Cetera Investment Advisers
Advisor Group Holdings
Commonwealth Equity Services
Mml Investors Services
Stifel Financial
Goss Wealth Management
Assetmark
Main Line Retirement Advisors
Sei Investments
Stephens
Strategic Blueprint

View all funds holding Capital Group Equity Etf Tr