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Capital Group Equity Etf Tr shares owned by Tradition Wealth Management

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

Historical chart of Tradition 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 Tradition 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 Tradition Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 69k 28.39
2025-06-30 $1.4M 51k 26.88
2025-03-31 $290k 12k 23.89

More positions owned by Tradition Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Ishares Tr Rus 1000 Grw Etf (IWF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Fundamental Intl (FNDF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Tradition Wealth Management

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