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Capital Group Core Equity Et shares owned by Cornerstone Wealth Management

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

Historical chart of Cornerstone Wealth 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 Cornerstone Wealth 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 Cornerstone Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $327k 11k 31.16
2023-12-31 $297k 11k 28.30

More positions owned by Cornerstone Wealth Management

Apple (AAPL)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Min Vol (USMV)
NVIDIA Corporation (NVDA)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Pacer Us Small (CALF)
Procter & Gamble Company (PG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Cornerstone Wealth Management

Top funds holding Capital Group Core Equity Et

Commonwealth Equity Services
Advisor Group Holdings
Raymond James & Associates
Raymond James Financial Services Advisors
Cambridge Investment Research Advisors
Wells Fargo & Company
Baird Financial
CWM
Assetmark
Midwest Heritage Bank
Souders Financial Advisors
Royal Bank of Canada
Wealth Enhancement Advisory Services
Summit Investment Advisory Services
Stifel Financial

View all funds holding Capital Group Core Equity Et