CGGO CAPITAL GROUP GBL GROWTH EQT

Ownership history in Johnson Bixby & Associates, LLC  ·  13 quarters on record

AI Ownership Summary

Johnson Bixby & Associates, LLC reported CAPITAL GROUP GBL GROWTH EQT (CGGO) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 7.24% in 2023 Q4. The latest visible filing shows CGGO at 0.76% 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 Johnson Bixby & Associates, LLC'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
2026 Q1

CGGO was reported at 0.76% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.24% 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 2026 Q1

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 Johnson Bixby & Associates, LLC held CGGO — position size vs. price
% of Fund (quarterly)    CGGO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 184,157 -11,854 -6.0% 0.76% $6.1M 2026-04-16 $36.94
2025 Q4 REDUCED 196,011 -16,684 -7.8% 0.84% $6.8M 2026-01-14 $35.89
2025 Q3 ADDED 212,695 +33 +0.0% 0.93% $7.3M 2025-10-16 $33.97
2025 Q2 REDUCED 212,662 -5,805 -2.7% 0.93% $6.8M 2025-07-17 $31.90
2025 Q1 REDUCED 218,467 -1,001,361 -82.1% 0.93% $6.2M 2025-04-23 $27.13
2024 Q4 REDUCED 1,219,828 -104,997 -7.9% 5.44% $35.6M 2025-01-21 $29.70
2024 Q3 ADDED 1,324,825 +35,170 +2.7% 6.09% $39.9M 2024-10-10 $29.50
2024 Q2 ADDED 1,289,655 +48,341 +3.9% 6.36% $38.0M 2024-07-19 $28.33
2024 Q1 REDUCED 1,241,314 -248,657 -16.7% 6.21% $35.7M 2024-04-22 $26.68
2023 Q4 ADDED 1,489,971 +107,931 +7.8% 7.24% $38.3M 2024-01-18 $24.91
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Johnson Bixby & Associates, LLC and CGGO

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

How long has Johnson Bixby & Associates, LLC reported owning CGGO?

Johnson Bixby & Associates, LLC reported CGGO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CGGO position in Johnson Bixby & Associates, LLC's portfolio?

The largest reported portfolio weight for CGGO was 7.24% in 2023 Q4.

What is the latest reported CGGO position on this page?

The most recent filing on this page is 2026 Q1, when Johnson Bixby & Associates, LLC reported 184,157 shares, equal to 0.76% of portfolio, with an estimated market value of $6.1M.

What does the chart on this CGGO ownership page compare?

The chart compares Johnson Bixby & Associates, LLC'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.

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