J. Derek Lewis & Associates »

Capital Group Equity shares owned by J. Derek Lewis & Associates

Quarter-by-quarter ownership of Capital Group Equity (CGVV) shares owned by J. Derek Lewis & Associates from 13F filings

Historical chart of J. Derek Lewis & Associates investment in Capital Group Equity

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Equity held by J. Derek Lewis & Associates 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 Equity by J. Derek Lewis & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $444k 17k 26.90

More positions owned by J. Derek Lewis & Associates

Capital Group Core Balanced SHS (CGBL)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Capital Group Dividend Growe Shs Etf (CGDG)
Apple (AAPL)
Tesla Motors (TSLA)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Capital Group Conservative E SHS (CGCV)
Microsoft Corporation (MSFT)

View all positions for J. Derek Lewis & Associates

Top funds holding Capital Group Equity

Capital Research and Management Company - Division 3
Capital Group Private Client Services
Advisor Group Holdings
Goldman Sachs Group
BHK Investment Advisors
J. Derek Lewis & Associates
Cambridge Investment Research Advisors
Sigma Planning
Commonwealth Equity Services
Jane Street
Envestnet Asset Management
Confluence Wealth Services
Sunbelt Securities
EverSource Wealth Advisors
Harbour Investments

View all funds holding Capital Group Equity