CGGO β€” CAPITAL GROUP GBL GROWTH EQT

Ownership history in KWB Wealth  Β·  5 quarters on record

AI Ownership Summary

KWB Wealth reported CAPITAL GROUP GBL GROWTH EQT (CGGO) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 1.24% in 2025 Q4. The latest visible filing shows CGGO at 1.24% 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.

What this CGGO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KWB Wealth'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 1.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.24% in 2025 Q4

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

Time in book
Holding Window
2024 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 KWB Wealth held CGGO β€” position size vs. price
% of Fund (quarterly)    CGGO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 379,205 +130,058 +52.2% 1.24% $13.1M 2026-02-14 (Est.) $36.13
2025 Q3 ADDED 249,147 +73,137 +41.6% 0.88% $8.0M 2025-10-08 $34.42
2025 Q2 ADDED 176,010 +54,470 +44.8% 0.61% $5.0M 2025-07-17 $31.90
2025 Q1 ADDED 121,540 +89,058 +274.2% 0.43% $3.6M 2025-04-10 $26.27
2024 Q4 INITIATED 32,482 β€” β€” 0.12% $979K 2025-01-14 $28.55

FAQ About KWB Wealth and CGGO

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

How long has KWB Wealth reported owning CGGO?

KWB Wealth reported CGGO across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported CGGO position in KWB Wealth's portfolio?

The largest reported portfolio weight for CGGO was 1.24% in 2025 Q4.

What is the latest reported CGGO position on this page?

The most recent filing on this page is 2025 Q4, when KWB Wealth reported 379,205 shares, equal to 1.24% of portfolio, with an estimated market value of $13.1M.

What does the chart on this CGGO ownership page compare?

The chart compares KWB Wealth'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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