Capital Group Core Equity Et shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Capital Group Core Equity Et (CGUS) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Capital Group Core Equity Et
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Quarterly reported holdings in Capital Group Core Equity Et by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $772k | 23k | 34.28 |
| 2024-06-30 | $623k | 19k | 32.25 |
| 2024-03-31 | $554k | 18k | 31.16 |
| 2023-12-31 | $444k | 16k | 28.30 |
| 2023-09-30 | $376k | 15k | 25.11 |
| 2023-06-30 | $313k | 12k | 25.68 |
| 2023-03-31 | $213k | 9.0k | 23.69 |