LongView Wealth Management CGGO — CAPITAL GROUP GBL GROWTH EQT

Ownership history in LongView Wealth Management  ·  10 quarters on record

AI Ownership Summary

LongView Wealth Management reported CAPITAL GROUP GBL GROWTH EQT (CGGO) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.79% in 2026 Q1. The latest visible filing shows CGGO at 0.79% 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 LongView Wealth Management'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 0.79% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.79% in 2026 Q1

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.

CGGO stock page LongView Wealth Management fund profile LongView Wealth Management full holdings
How LongView Wealth Management 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 Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 85,245 -3,784 -4.3% 0.79% $3.2M 2026-04-15 $37.07
2025 Q4 ADDED — — — 89,029 +5,220 +6.2% 0.78% $3.2M 2026-01-13 $36.07
2025 Q3 ADDED — — — 83,809 +12,336 +17.3% 0.78% $2.9M 2025-10-14 $33.90
2025 Q2 ADDED — — — 71,473 +4,527 +6.8% 0.69% $2.3M 2025-07-11 $31.71
2025 Q1 ADDED — — — 66,946 +2,040 +3.1% 0.57% $1.9M 2025-04-21 $26.15
2024 Q4 ADDED — — — 64,906 +6,920 +11.9% 0.58% $1.9M 2025-01-15 $28.91
2024 Q3 ADDED — — — 57,986 +16,615 +40.2% 0.56% $1.7M 2024-10-09 $29.56
2024 Q2 ADDED — — — 41,371 +4,512 +12.2% 0.45% $1.2M 2024-07-22 $28.71
2024 Q1 ADDED — — — 36,859 +12,871 +53.7% 0.42% $1.1M 2024-04-16 $26.97
2023 Q4 INITIATED — — — 23,988 — — 0.27% $611K 2024-01-10 $24.81

🏢 Other funds also holding CGGO

As of 2026 Q1 — sorted by position size

Financial Council, LLC 3Y 20.06% Wealth Science Advisors LLC 12.41% LifeGoal Investments, LLC 9.21% Michael Brady & Co., LLC 8.92% Ergawealth Advisors, Inc. 7.19% Arlington Financial Advisors, LLC 3Y 7Y 7.02% Boyer Financial Services, Inc. 6.13% Gutierrez Wealth Advisory, LLC 4.92% J. Derek Lewis & Associates Inc. 4.75% Northwest Financial Advisors 4.15%

FAQ About LongView Wealth Management and CGGO

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

How long has LongView Wealth Management reported owning CGGO?

LongView Wealth Management reported CGGO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for CGGO was 0.79% in 2026 Q1.

What is the latest reported CGGO position on this page?

The most recent filing on this page is 2026 Q1, when LongView Wealth Management reported 85,245 shares, equal to 0.79% of portfolio, with an estimated market value of $3.2M.

What does the chart on this CGGO ownership page compare?

The chart compares LongView Wealth Management'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.

How well did LongView Wealth Management time their CGGO position?

Based on 13F filing dates vs. subsequent CGGO price moves, LongView Wealth Management correctly timed 7 out of 9 reported position changes (78%). The annualised alpha on CGGO relative to SPY over the holding period was -0.4%.

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