CGGO — CAPITAL GROUP GBL GROWTH EQT

Ownership history in KWB Wealth · 5 quarters on record

This page tracks every 13F SEC filing in which KWB Wealth 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

1.24% (2025 Q4)

Avg. % of fund

0.66%

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	379,205	+130,058	+52.2%	1.24%	$13.1M	$34.65
2025 Q3	ADDED	249,147	+73,137	+41.6%	0.88%	$8.0M	$33.78
2025 Q2	ADDED	176,010	+54,470	+44.8%	0.61%	$5.0M	$31.61
2025 Q1	ADDED	121,540	+89,058	+274.2%	0.43%	$3.6M	$27.75

% 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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