CGGO — CAPITAL GROUP GBL GROWTH EQT

Ownership history in CVFG LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which CVFG LLC 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.

Peak position
2.4% (2025 Q3)
Avg. % of fund
2.26%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 98,014 +671 +0.7% 2.33% $3.4M $34.65
2025 Q3 ADDED 97,343 +4,425 +4.8% 2.40% $3.3M $33.78
2025 Q2 ADDED 92,918 +8,390 +9.9% 2.36% $3.0M $31.61
2025 Q1 ADDED 84,528 +7,479 +9.7% 2.18% $2.4M $27.75
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% of Fund (quarterly)    CGGO price (monthly, adj. close)

Other funds also holding CGGO

As of 2025 Q4 — sorted by position size

Financial Council, LLC 3Y 20.52% Capital Group Private Client Services, Inc. 3Y 11.65% Frazier Financial Advisors, LLC 7.65% BNB Wealth Management, LLC 7.5% Ergawealth Advisors, Inc. 7.3% Reliant Wealth Planning 3Y 7.07% Arlington Financial Advisors, LLC 3Y 7Y 6.95% Gutierrez Wealth Advisory, LLC 4.94% Northwest Financial Advisors 4.3% Carson Advisory Inc. 3Y 4.26%
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