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Capital Group Core Equity Et shares owned by Capital Investment Management

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

Historical chart of Capital Investment Management 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 Capital Investment Management 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 Capital Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.0M 49k 40.23

More positions owned by Capital Investment Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust State Street Spd (SPAB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Series Trust State Street Spd (SPTL)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr Series Trust State Street Spd (TFI)

View all positions for Capital Investment Management

Top funds holding Capital Group Core Equity Et

LPL Financial
Envestnet Asset Management
Raymond James Financial
Jones Financial Companies, L.L
Capital Research and Management Company - Division 3
Cetera Investment Advisers
Wells Fargo & Company
Capital Group Private Client Services
Northwestern Mutual Wealth Management Company
Commonwealth Equity Services
Mml Investors Services
Cambridge Investment Research Advisors
Merit Financial Group
Advisor Group Holdings
Sei Investments

View all funds holding Capital Group Core Equity Et