CGGO β€” CAPITAL GROUP GBL GROWTH EQT

Ownership history in FINANCIAL MANAGEMENT NETWORK INC  Β·  15 quarters on record

AI Ownership Summary

FINANCIAL MANAGEMENT NETWORK INC reported CAPITAL GROUP GBL GROWTH EQT (CGGO) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.23% in 2023 Q4. The latest visible filing shows CGGO at 1.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CGGO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FINANCIAL MANAGEMENT NETWORK INC's position in CAPITAL GROUP GBL GROWTH EQT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CGGO was reported at 1.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.23% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FINANCIAL MANAGEMENT NETWORK INC held CGGO β€” position size vs. price
% of Fund (quarterly)    CGGO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 189,418 +2,695 +1.4% 1.05% $6.7M 2026-02-14 (Est.) $36.13
2025 Q3 ADDED 186,723 +2,964 +1.6% 1.07% $6.5M 2025-10-29 $35.06
2025 Q2 ADDED 183,759 +3,777 +2.1% 1.06% $5.9M 2025-07-10 $31.86
2025 Q1 ADDED 179,982 +11,590 +6.9% 1.04% $4.6M 2025-05-07 $28.53
2024 Q4 ADDED 168,392 +1,848 +1.1% 1.03% $5.0M 2025-02-03 $29.34
2024 Q3 ADDED 166,544 +3,927 +2.4% 1.05% $5.0M 2024-10-23 $29.21
2024 Q2 ADDED 162,617 +1,536 +1.0% 1.17% $4.9M 2024-07-22 $28.71
2024 Q1 REDUCED 161,081 -6,211 -3.7% 1.15% $4.6M 2024-04-22 $26.68
2023 Q4 ADDED 167,292 +5,815 +3.6% 1.23% $4.2M 2024-01-22 $25.13
6 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding CGGO

As of 2026 Q1 β€” sorted by position size

Signature Wealth Management Group 3Y 7Y 0.27%

FAQ About FINANCIAL MANAGEMENT NETWORK INC and CGGO

These are the practical questions this page is built to answer before you even open the full history table.

How long has FINANCIAL MANAGEMENT NETWORK INC reported owning CGGO?

FINANCIAL MANAGEMENT NETWORK INC reported CGGO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CGGO position in FINANCIAL MANAGEMENT NETWORK INC's portfolio?

The largest reported portfolio weight for CGGO was 1.23% in 2023 Q4.

What is the latest reported CGGO position on this page?

The most recent filing on this page is 2025 Q4, when FINANCIAL MANAGEMENT NETWORK INC reported 189,418 shares, equal to 1.05% of portfolio, with an estimated market value of $6.7M.

What does the chart on this CGGO ownership page compare?

The chart compares FINANCIAL MANAGEMENT NETWORK INC's quarterly CGGO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to FINANCIAL MANAGEMENT NETWORK INC Holdings