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Capital Group Core Equity Et shares owned by Reuter James Wealth Management

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

Historical chart of Reuter James Wealth Management investment in Capital Group Core Equity Et

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All positions including Capital Group Core Equity Et held by Reuter James Wealth Management 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 Reuter James Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $545k 16k 34.97
2024-09-30 $478k 14k 34.28

More positions owned by Reuter James Wealth Management

Wal-Mart Stores (WMT)
Ishares Gold Tr Ishares New (IAU)
Exxon Mobil Corporation (XOM)
Energy Transfer Com Ut Ltd Ptn (ET)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)
Apple (AAPL)
Microsoft Corporation (MSFT)
Eli Lilly & Co. (LLY)
Listed Fd Tr Horizon Kinetics (INFL)
Alps Etf Tr Alerian Mlp (AMLP)
Union Pacific Corporation (UNP)
Spdr Gold Tr Gold Shs (GLD)
Select Sector Spdr Tr Energy (XLE)
Arthur J. Gallagher & Co. (AJG)

View all positions for Reuter James Wealth Management

Top funds holding Capital Group Core Equity Et

Envestnet Asset Management
LPL Financial
Capital Group Private Client Services
Cetera Investment Advisers
Raymond James & Associates
Northwestern Mutual Wealth Management Company
Commonwealth Equity Services
Wells Fargo & Company
Cambridge Investment Research Advisors
Raymond James Financial Services Advisors
Mml Investors Services
Advisor Group Holdings
Captrust Financial Advisors
Royal Bank of Canada
Bank of America Corporation

View all funds holding Capital Group Core Equity Et