Capital Group Core Equity Et shares owned by WR Wealth Planners
Quarter-by-quarter ownership of Capital Group Core Equity Et (CGUS) shares owned by WR Wealth Planners
from 13F filings
Historical chart of WR Wealth Planners investment in Capital Group Core Equity Et
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Quarterly reported holdings in Capital Group Core Equity Et by WR Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 37k | 34.28 |
| 2024-06-30 | $1.1M | 33k | 32.25 |
| 2024-03-31 | $831k | 27k | 31.16 |
| 2023-09-30 | $40k | 1.6k | 25.11 |
| 2023-06-30 | $28k | 1.1k | 25.68 |
| 2023-03-31 | $10k | 438 | 23.69 |
| 2022-12-31 | $9.8k | 438 | 22.46 |