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Capital Group Core Equity Et shares owned by Assetmark

Quarter-by-quarter ownership of Capital Group Core Equity Et (CGUS) shares owned by Assetmark from 13F filings

Historical chart of Assetmark investment in Capital Group Core Equity Et

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All positions including Capital Group Core Equity Et held by Assetmark consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Equity Et by Assetmark

Quarter filed Position value Share count Share price at filing
2024-09-30 $26M 750k 34.28
2024-06-30 $24M 745k 32.25
2024-03-31 $22M 718k 31.16
2023-12-31 $21M 730k 28.30
2023-09-30 $17M 676k 25.11

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Ishares Tr Core S&p500 Etf (IVV)
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Microsoft Corporation (MSFT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
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Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Iboxx Hi Yd Etf (HYG)
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Ishares Core Msci Emkt (IEMG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for Assetmark

Top funds holding Capital Group Core Equity Et

Envestnet Asset Management
LPL Financial
Capital Group Private Client Services
Cetera Investment Advisers
Raymond James & Associates
Northwestern Mutual Wealth Management Company
Commonwealth Equity Services
Wells Fargo & Company
Cambridge Investment Research Advisors
Raymond James Financial Services Advisors
Mml Investors Services
Advisor Group Holdings
Captrust Financial Advisors
Royal Bank of Canada
Bank of America Corporation

View all funds holding Capital Group Core Equity Et