Woodmont Investment Counsel »

Capital Group Core Equity Et shares owned by Woodmont Investment Counsel

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

Historical chart of Woodmont Investment Counsel 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 Woodmont Investment Counsel 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 Woodmont Investment Counsel

Quarter filed Position value Share count Share price at filing
2024-03-31 $892k 29k 31.16
2023-12-31 $429k 15k 28.30
2023-09-30 $485k 19k 25.11

More positions owned by Woodmont Investment Counsel

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Ishares Tr Ibds Dec28 Etf (IBDT)
Apple (AAPL)
Ishares Tr Ibonds 27 Etf (IBDS)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibonds Dec2026 (IBDR)
Merck & Co (MRK)
Hca Holdings (HCA)
Broadcom (AVGO)

View all positions for Woodmont Investment Counsel

Top funds holding Capital Group Core Equity Et

Commonwealth Equity Services
Advisor Group Holdings
Raymond James & Associates
Raymond James Financial Services Advisors
Cambridge Investment Research Advisors
Wells Fargo & Company
Baird Financial
CWM
Assetmark
Midwest Heritage Bank
Souders Financial Advisors
Royal Bank of Canada
Wealth Enhancement Advisory Services
Summit Investment Advisory Services
Stifel Financial

View all funds holding Capital Group Core Equity Et