Ownership history in Carson Advisory Inc. · 14 quarters on record
This page tracks every 13F SEC filing in which Carson Advisory Inc. reported a position in CAPITAL GROUP GBL GROWTH EQT (CGGO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 236,754 | +7,634 | +3.3% | 4.26% | $8.2M | $34.65 |
| 2025 Q3 | ADDED | 229,120 | +2,931 | +1.3% | 4.22% | $7.8M | $33.78 |
| 2025 Q2 | ADDED | 226,189 | +69 | +0.0% | 4.60% | $7.2M | $31.61 |
| 2025 Q1 | ADDED | 226,120 | +9,701 | +4.5% | 4.31% | $6.4M | $27.75 |
| 2024 Q4 | ADDED | 216,419 | +935 | +0.4% | 4.40% | $6.3M | $28.62 |
| 2024 Q3 | ADDED | 215,484 | +18,702 | +9.5% | 4.08% | $6.5M | $29.40 |
| 2024 Q2 | ADDED | 196,782 | +3,338 | +1.7% | 4.06% | $5.8M | $28.71 |
| 2024 Q1 | REDUCED | 193,444 | -281 | -0.1% | 3.92% | $5.6M | $27.90 |
| 2023 Q4 | ADDED | 193,725 | +8,927 | +4.8% | 3.88% | $5.0M | $24.93 |
| 2023 Q3 | ADDED | 184,798 | +1,893 | +1.0% | 3.71% | $4.2M | $22.13 |
As of 2025 Q4 — sorted by position size