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
Download as csvQuarterly 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 |
More positions owned by Independent Financial Group
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