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Capital Group Core Equity Et shares owned by Lantern Wealth Advisors

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

Historical chart of Lantern Wealth Advisors 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 Lantern Wealth Advisors 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 Lantern Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $398k 10k 39.54
2025-06-30 $360k 9.7k 36.93

More positions owned by Lantern Wealth Advisors

Apple (AAPL)
Amazon (AMZN)
American Centy Etf Tr Us Eqt Etf (AVUS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Charles Schwab Corporation (SCHW)
Blackstone Group Inc Com Cl A (BX)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Div Grwth (DGRO)
Dimensional Etf Trust World Ex Us Core (DFAX)
Microsoft Corporation (MSFT)

View all positions for Lantern Wealth Advisors

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