Capital Group Core Equity Et shares owned by Beacon Financial
Quarter-by-quarter ownership of Capital Group Core Equity Et (CGUS) shares owned by Beacon Financial
from 13F filings
Historical chart of Beacon Financial 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 Beacon Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Capital Group Core Equity Et by Beacon Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $352k | 8.9k | 39.54 |
| 2025-06-30 | $332k | 9.0k | 36.93 |
| 2025-03-31 | $300k | 9.0k | 33.40 |
| 2024-12-31 | $426k | 12k | 34.97 |
| 2024-09-30 | $407k | 12k | 34.28 |
| 2024-06-30 | $267k | 8.3k | 32.25 |
| 2024-03-31 | $323k | 10k | 31.16 |
| 2022-06-30 | $332k | 15k | 22.13 |