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Capital Group Core Equity Et shares owned by Regent Peak Wealth Advisors

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

Historical chart of Regent Peak 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 Regent Peak 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 Regent Peak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $368k 9.6k 38.42

More positions owned by Regent Peak Wealth Advisors

Vanguard Total Stock Market Etf Etf (VTI)
Ishares Core Msci Eafe Etf Etf (IEFA)
Apple Stock (AAPL)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Core Dividend Growth Etf Etf (DGRO)
State Street Spdr S&p Dividend Etf Etf (SDY)
Vanguard Growth Etf Etf (VUG)
Nvidia Corporation Stock (NVDA)
Ishares Russell 1000 Growth Etf Etf (IWF)
Tesla Stock (TSLA)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Accenture Plc Ireland Shs Class A Stock (ACN)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)

View all positions for Regent Peak Wealth Advisors

Top funds holding Capital Group Core Equity Et

LPL Financial
Envestnet Asset Management
Raymond James Financial
Wells Fargo & Company
Morgan Stanley
Cetera Investment Advisers
Jones Financial Companies, L.L
Capital Research and Management Company - Division 3
Capital Group Private Client Services
Northwestern Mutual Wealth Management Company
Commonwealth Equity Services
Cambridge Investment Research Advisors
Mml Investors Services
Benjamin Edwards
Royal Bank of Canada

View all funds holding Capital Group Core Equity Et