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Capital Group Core Equity Et shares owned by Wealth Management Associates

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

Historical chart of Wealth Management Associates 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 Wealth Management Associates 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 Wealth Management Associates

Quarter filed Position value Share count Share price at filing
2026-03-31 $233k 6.1k 38.42

More positions owned by Wealth Management Associates

Apple (AAPL)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Select Divid Etf (DVY)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Palantir Technologies Cl A (PLTR)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Intl Sel Div Etf (IDV)
Ishares Tr Core S&p Ttl Stk (ITOT)
First Tr Exchange Traded Nasd Tech Div (TDIV)
Kinder Morgan (KMI)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Wealth Management Associates

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