Capital Group Core Equity Et shares owned by CapWealth Advisors
Quarter-by-quarter ownership of Capital Group Core Equity Et (CGUS) shares owned by CapWealth Advisors
from 13F filings
Historical chart of CapWealth Advisors investment in Capital Group Core Equity Et
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Quarterly reported holdings in Capital Group Core Equity Et by CapWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $298k | 7.5k | 39.54 |
| 2025-06-30 | $278k | 7.5k | 36.93 |
| 2025-03-31 | $294k | 8.8k | 33.40 |
| 2024-12-31 | $325k | 9.3k | 34.97 |
| 2024-09-30 | $335k | 9.8k | 34.28 |
| 2024-06-30 | $352k | 11k | 32.25 |
| 2024-03-31 | $358k | 12k | 31.16 |
| 2023-12-31 | $326k | 12k | 28.30 |
| 2023-09-30 | $302k | 12k | 25.11 |
| 2023-06-30 | $330k | 13k | 25.68 |
| 2023-03-31 | $323k | 14k | 23.69 |
| 2022-12-31 | $308k | 14k | 22.46 |
| 2022-09-30 | $291k | 14k | 20.40 |
| 2022-06-30 | $282k | 13k | 21.74 |
| 2022-03-31 | $318k | 12k | 25.75 |