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Capital Group Equity shares owned by Sigma Planning

Quarter-by-quarter ownership of Capital Group Equity (CGVV) shares owned by Sigma Planning from 13F filings

Historical chart of Sigma Planning investment in Capital Group Equity

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Equity held by Sigma Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Equity by Sigma Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $404k 15k 26.90

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Ishares Tr Core S&p500 Etf (IVV)
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Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Meta Platforms Cl A (META)
Broadcom (AVGO)

View all positions for Sigma Planning

Top funds holding Capital Group Equity

Capital Research and Management Company - Division 3
Capital Group Private Client Services
Goldman Sachs Group
Sigma Planning
Confluence Wealth Services
Advisory Services Network
Advisor Group Holdings
EverSource Wealth Advisors
Harbour Investments
Larson Financial Group

View all funds holding Capital Group Equity