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Capital Group Core Equity Et shares owned by Balentine

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

Historical chart of Balentine investment in Capital Group Core Equity Et

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Equity Et held by Balentine 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 Balentine

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.0M 29k 34.97
2024-09-30 $998k 29k 34.28
2024-06-30 $614k 19k 32.25

More positions owned by Balentine

Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Large Cap Etf (VV)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Ishares Tr Msci Global Qual
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ammo (POWW)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Balentine

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
Private Advisor
Cambridge Investment Research Advisors
Raymond James Financial Services Advisors
Mml Investors Services
Advisor Group Holdings
Captrust Financial Advisors
Royal Bank of Canada

View all funds holding Capital Group Core Equity Et