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Capital Group Equity Etf Tr shares owned by SilverOak Wealth Management

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

Historical chart of SilverOak Wealth Management 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 SilverOak Wealth Management 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 SilverOak Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $338k 10k 32.97

More positions owned by SilverOak Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Series Trust ST STR P500GRW (SPYG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust St Str P500val (SPYV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr Series Trust ST STR SP600 SML (SPSM)
Ishares Tr Russell 2000 Etf (IWM)
Doubleline Etf Trust Oppo Core Bd Etf (DBND)
J P Morgan Exchange Traded F U S Tec Lea Etf (JTEK)
3M Company (MMM)
Capital Group New Geography SHS (CGNG)

View all positions for SilverOak Wealth Management

Top funds holding Capital Group Equity Etf Tr

LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Advisor Group Holdings
Pathstone Holdings
Commonwealth Equity Services
Cetera Investment Advisers
Jones Financial Companies, L.L
Merit Financial Group
Captrust Financial Advisors
Assetmark
Kestra Investment Management
Cambridge Investment Research Advisors
Kestra Advisory Services
Sei Investments

View all funds holding Capital Group Equity Etf Tr