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Capital Group Core Equity Et shares owned by Heritage Wealth Management

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

Historical chart of Heritage 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 Heritage 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 Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $276k 6.9k 40.23

More positions owned by Heritage Wealth Management

Procter & Gamble Company (PG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Us Bancorp Del Com New (USB)
JPMorgan Chase & Co. (JPM)
Eli Lilly & Co. (LLY)
Wal-Mart Stores (WMT)
Johnson & Johnson (JNJ)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Cincinnati Financial Corporation (CINF)
Abbvie (ABBV)
Cisco Systems (CSCO)
Chubb (CB)
Kroger (KR)
NVIDIA Corporation (NVDA)

View all positions for Heritage Wealth Management

Top funds holding Capital Group Core Equity Et

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

View all funds holding Capital Group Core Equity Et