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Capital Group Core Equity Et shares owned by Convergence Financial

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

Historical chart of Convergence 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 Convergence Financial 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 Convergence Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $359k 8.1k 44.48

More positions owned by Convergence Financial

Spdr Series Trust ST STR P500GRW (SPYG)
Spdr Series Trust St Str P500val (SPYV)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Spdr Series Trust St Str Sp600grwo (SLYG)
Spdr Series Trust ST STR SP400GRW (MDYG)
Spdr Series Trust ST STR SP600SM C (SLYV)
Spdr Series Trust St Str Sp400val (MDYV)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Franklin Templeton Etf Tr Invt Grade Corpt (FLCO)
Invesco Exch Traded Fd Tr Ii Short Term Etf (TBLL)
Ishares Tr Msci Usa Mmentm (MTUM)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Spdr Series Trust St Str Aggre Etf (SPAB)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Core Msci Intl (IDEV)

View all positions for Convergence Financial

Top funds holding Capital Group Core Equity Et

LPL Financial
Envestnet Asset Management
Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
Morgan Stanley
Cetera Investment Advisers
Capital Research and Management Company - Division 3
Capital Group Private Client Services
Commonwealth Equity Services
Northwestern Mutual Wealth Management Company
Mml Investors Services
Cambridge Investment Research Advisors
Benjamin Edwards
Royal Bank of Canada

View all funds holding Capital Group Core Equity Et