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Capital Group Core Equity Et shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial Group investment in Capital Group Core Equity Et

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All positions including Capital Group Core Equity Et held by Pensionmark 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.6M 90k 39.54
2025-06-30 $3.3M 89k 36.93
2025-03-31 $2.2M 65k 33.40
2024-12-31 $605k 17k 34.97
2024-09-30 $593k 17k 34.28
2024-06-30 $255k 7.9k 32.25
2024-03-31 $246k 7.7k 31.99