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American Funds mutual funds - shares owned by Ethos Financial Group

Quarter-by-quarter ownership of American Funds mutual funds - (GAFFX) shares owned by Ethos Financial Group from 13F filings

Historical chart of Ethos Financial Group investment in American Funds mutual funds -

Tip: Access up to 7 years of quarterly data

All positions including American Funds mutual funds - held by Ethos Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Funds mutual funds - by Ethos Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $509k 5.8k 88.02
2025-06-30 $487k 5.9k 82.32
2025-03-31 $453k 6.1k 74.47
2024-12-31 $453k 6.1k 74.47
2024-09-30 $451k 5.8k 77.72
2024-06-30 $456k 6.2k 73.93
2024-03-31 $419k 5.9k 71.14
2023-12-31 $372k 5.9k 63.16

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View all positions for Ethos Financial Group

Top funds holding American Funds mutual funds -

Wall Street Access Asset Management
Northstar Asset Management
Ethos Financial Group
North Star Asset Management
Vermillion Wealth Management

View all funds holding American Funds mutual funds -