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Capital Group Core Equity Et shares owned by Evergreen Wealth Solutions

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

Historical chart of Evergreen Wealth Solutions 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 Evergreen Wealth Solutions 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 Evergreen Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 29k 39.54
2025-06-30 $1.1M 29k 36.93

More positions owned by Evergreen Wealth Solutions

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
NVIDIA Corporation (NVDA)
Abrdn Etfs Bbrg All Comd K1 (BCI)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Microsoft Corporation (MSFT)
Ciena Corp Com New (CIEN)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Capital Group Global Equity SHS (CGGE)
Ishares Tr Ibonds Dec2026 (IBDR)

View all positions for Evergreen Wealth Solutions

Top funds holding Capital Group Core Equity Et

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

View all funds holding Capital Group Core Equity Et