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Capital Group Equity Etf Tr shares owned by StoneCrest Wealth Management

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

Historical chart of StoneCrest 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 StoneCrest 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 StoneCrest Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.0M 137k 28.84
2025-09-30 $3.5M 123k 28.39
2025-06-30 $3.2M 119k 26.88

More positions owned by StoneCrest Wealth Management

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Spdr Series Trust State Street Spd (SPYM)
Putnam Etf Trust Focused Lar Cap (PVAL)
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Alphabet Cap Stk Cl A (GOOGL)
Vaneck Etf Trust Semiconductr Etf (SMH)
Eli Lilly & Co. (LLY)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Neos Etf Trust Nasdaq 100 High (QQQI)

View all positions for StoneCrest Wealth Management

Top funds holding Capital Group Equity Etf Tr

Envestnet Asset Management
LPL Financial
Wells Fargo & Company
Merit Financial Group
Captrust Financial Advisors
Cetera Investment Advisers
Kestra Advisory Services
Advisor Group Holdings
Assetmark
Sei Investments
Ergawealth Advisors
Commonwealth Equity Services
Mml Investors Services
Stifel Financial
Kestra Investment Management

View all funds holding Capital Group Equity Etf Tr