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Capital Group Core Equity Et shares owned by Rockport Wealth

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

Historical chart of Rockport Wealth 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 Rockport Wealth 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 Rockport Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $364k 11k 32.25
2024-03-31 $880k 28k 31.16

More positions owned by Rockport Wealth

Invesco Qqq Tr Unit Ser 1
Select Sector Spdr Tr Sbi Healthcare (XLV)
Intuitive Surgical Com New (ISRG)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr U.s. Pharma Etf (IHE)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Microsoft Corporation (MSFT)
Capital Group Core Balanced SHS (CGBL)
Proshares Tr S&p 500 Dv Arist (NOBL)
Spdr Ser Tr Hlth Care Svcs (XHS)
Wisdomtree Tr Us Largecap Divd (DLN)
Starboard Invt Tr Adaptive Hdgd Mu (AMAX)
Ishares Tr Rus Tp200 Gr Etf (IWY)

View all positions for Rockport Wealth

Top funds holding Capital Group Core Equity Et

Envestnet Asset Management
LPL Financial
Capital Group Private Client Services
Raymond James & Associates
Northwestern Mutual Wealth Management Company
Commonwealth Equity Services
Cetera Investment Advisers
Morgan Stanley
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

View all funds holding Capital Group Core Equity Et