Capital Group Core Equity Et shares owned by Holistic Planning
Quarter-by-quarter ownership of Capital Group Core Equity Et (CGUS) shares owned by Holistic Planning
from 13F filings
Historical chart of Holistic Planning investment in Capital Group Core Equity Et
Tip: Access up to 7 years of quarterly data
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Quarterly reported holdings in Capital Group Core Equity Et by Holistic Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $611k | 16k | 39.54 |
| 2025-06-30 | $580k | 16k | 36.93 |
| 2025-03-31 | $359k | 11k | 33.40 |
| 2024-12-31 | $372k | 11k | 34.97 |
| 2024-09-30 | $385k | 11k | 34.28 |
| 2024-06-30 | $400k | 13k | 31.16 |
| 2024-03-31 | $400k | 13k | 31.16 |