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Capital Group Equity shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Capital Group Equity (CGVV) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Capital Group Equity

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Equity held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Equity by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $15M 559k 26.75

More positions owned by Concurrent Investment Advisors

Apple Put Option (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation Call Option (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (BIL)
First Tr Exchange-traded First Tr Enh New (FTSM)
Amazon (AMZN)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Broadcom (AVGO)
Wal-Mart Stores (WMT)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Concurrent Investment Advisors

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