Balboa Wealth Partners »

Capital Group Core Equity Et shares owned by Balboa Wealth Partners

Quarter-by-quarter ownership of Capital Group Core Equity Et (CGUS) shares owned by Balboa Wealth Partners from 13F filings

Historical chart of Balboa Wealth Partners investment in Capital Group Core Equity Et

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Equity Et held by Balboa Wealth Partners 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 Core Equity Et by Balboa Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $209k 6.7k 31.16

More positions owned by Balboa Wealth Partners

NVIDIA Corporation (NVDA)
Tesla Call Call Option (Principal)
Microsoft Corporation (MSFT)
Advanced Micro Devices (AMD)
Amazon (AMZN)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Spdr Gold Tr Gold Shs (GLD)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Asml Holding N V N Y Registry Shs (ASML)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Balboa Wealth Partners

Top funds holding Capital Group Core Equity Et

Envestnet Asset Management
LPL Financial
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Commonwealth Equity Services
Raymond James & Associates
Raymond James Financial Services Advisors
Wells Fargo & Company
Cambridge Investment Research Advisors
Stifel Financial
Advisor Group Holdings
Royal Bank of Canada
Baird Financial
CWM
Souders Financial Advisors

View all funds holding Capital Group Core Equity Et