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
Download as csvQuarterly 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 |
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