Capital Group Core Equity Et shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of Capital Group Core Equity Et (CGUS) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in Capital Group Core Equity Et
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Quarterly reported holdings in Capital Group Core Equity Et by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $341k | 9.9k | 34.28 |
| 2024-06-30 | $345k | 11k | 32.25 |
| 2024-03-31 | $297k | 9.5k | 31.16 |
| 2022-09-30 | $492k | 24k | 20.36 |
| 2022-06-30 | $864k | 37k | 23.66 |
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