Position history for LPL Financial LLC's holdings in CAPITAL GROUP CORE EQUITY
LPL Financial LLC holds 23.7M shares of CGUS (CAPITAL GROUP CORE EQUITY), worth $954.8M as of 2025-Q4. The position was increased (++19.2% shares). CGUS represents 0.3% of LPL Financial LLC's portfolio.
Current Value
$954.8M
Current Shares
23.7M
Total Value Change
+$796.4M
Total Shares Change
+18.8M
Other major holders of CGUS: Kestra Advisory Services, LLC, ENVESTNET ASSET MANAGEMENT INC
Increased |
| 23.7M |
+19.2% |
| $954.8M |
| 0.3% |
| $40.51 |
45 |
| 2025-Q3 | Increased | 19.9M | +23.0% | $787.2M | 0.2% | $39.25 | 46 |
| 2025-Q2 | Increased | 16.2M | +9.1% | $597.8M | 0.2% | $36.56 | 41 |
| 2025-Q1 | Increased | 14.8M | +60.8% | $495.6M | 0.2% | $32.96 | 54 |
| 2024-Q4 | Increased | 9.2M | +38.3% | $322.6M | 0.1% | $34.73 | 49 |
| 2024-Q3 | Increased | 6.7M | +35.7% | $228.6M | 0.1% | $33.73 | 48 |
| 2024-Q2 | Increased | 4.9M | +21.9% | $158.5M | 0.1% | $31.74 | 36 |