WR Wealth Planners »

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

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Equity Et held by WR Wealth Planners 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 WR Wealth Planners

Quarter filed Position value Share count Share price at filing
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

More positions owned by WR Wealth Planners

Spdr S&p 500 Etf Trust Etf (SPY)
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Invesco Qqq Trust Series I Etf (QQQ)
Capital Group Growth Etf Etf (CGGR)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Spdr Gold Minishares Trust Etf (GLDM)
Microsoft Corp Stock (MSFT)
Avantis U.s. Small Cap Value Etf Etf (AVUV)

View all positions for WR Wealth Planners

Top funds holding Capital Group Core Equity Et

Envestnet Asset Management
LPL Financial
Capital Group Private Client Services
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Morgan Stanley
Raymond James & Associates
Commonwealth Equity Services
Wells Fargo & Company
Raymond James Financial Services Advisors
Cambridge Investment Research Advisors
Mml Investors Services
Captrust Financial Advisors
Royal Bank of Canada
Advisor Group Holdings

View all funds holding Capital Group Core Equity Et