TrueWealth Financial Partners »

Capital Group Core Equity Et shares owned by TrueWealth Financial Partners

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

Historical chart of TrueWealth Financial Partners 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 TrueWealth Financial Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group Core Equity Et by TrueWealth Financial Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.9M 72k 40.23

More positions owned by TrueWealth Financial Partners

Spdr Series Trust State Street Spd (SPIB)
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Series Trust State Street Spd (SPTM)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)
Ishares Tr Esg Msci Kld 400 (DSI)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Tr Esg Awr Msci Usa (ESGU)
Capital Group Dividend Value Shs Creation Uni (CGDV)
First Trust S&P REIT Index Fund (FRI)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
First Tr Exchange-traded Senior Ln Fd (FTSL)

View all positions for TrueWealth Financial Partners

Top funds holding Capital Group Core Equity Et

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

View all funds holding Capital Group Core Equity Et