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Capital Group Equity shares owned by Barrett & Company

Quarter-by-quarter ownership of Capital Group Equity (CGVV) shares owned by Barrett & Company from 13F filings

Historical chart of Barrett & Company investment in Capital Group Equity

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Equity held by Barrett & Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Equity by Barrett & Company

Quarter filed Position value Share count Share price at filing
2026-03-31 $80k 3.0k 26.75

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Top funds holding Capital Group Equity

Capital Research and Management Company - Division 3
Concurrent Investment Advisors
Capital Group Private Client Services
VVR Holdings
RM Financial Services
Advisor Group Holdings
CMC Financial Group
Goldman Sachs Group
Sigma Planning
Commonwealth Equity Services
BHK Investment Advisors
Envestnet Asset Management
Cambridge Investment Research Advisors
J. Derek Lewis & Associates
Mml Investors Services

View all funds holding Capital Group Equity