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Capital Group Core Equity Et shares owned by Independent Financial Group

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

Historical chart of Independent Financial Group 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 Independent Financial Group 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 Independent Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.6M 94k 38.42
2025-09-30 $3.2M 81k 39.54
2025-06-30 $2.0M 53k 36.93
2025-03-31 $1.7M 51k 33.40
2024-12-31 $1.2M 36k 34.97
2024-09-30 $855k 25k 34.28
2024-06-30 $723k 22k 32.25
2024-03-31 $319k 10k 31.16
2023-12-31 $304k 11k 28.30