Capital Group Core Equity Et shares owned by ValMark Advisers
Quarter-by-quarter ownership of Capital Group Core Equity Et (CGUS) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in Capital Group Core Equity Et
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Quarterly reported holdings in Capital Group Core Equity Et by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19M | 478k | 39.54 |
| 2025-06-30 | $15M | 403k | 36.93 |
| 2025-03-31 | $13M | 377k | 33.40 |
| 2024-12-31 | $9.6M | 275k | 34.97 |
| 2024-09-30 | $8.0M | 232k | 34.28 |
| 2024-06-30 | $7.0M | 217k | 32.25 |
| 2024-03-31 | $6.1M | 196k | 31.16 |
| 2023-12-31 | $4.3M | 153k | 28.30 |
| 2023-09-30 | $415k | 17k | 25.11 |
| 2023-06-30 | $419k | 16k | 25.68 |
| 2023-03-31 | $252k | 11k | 23.69 |
| 2022-12-31 | $234k | 10k | 22.46 |