CGGO — CAPITAL GROUP GBL GROWTH EQT

Ownership history in MATHER GROUP, LLC.  ·  6 quarters on record

This page tracks every 13F SEC filing in which MATHER GROUP, LLC. 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.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 2,794 — 0% 0.00% $95K $33.78
2025 Q1 UNCHANGED 2,794 — 0% 0.00% $79K $27.75
2024 Q4 UNCHANGED 2,794 — 0% 0.00% $82K $28.62
2024 Q3 UNCHANGED 2,794 — 0% 0.00% $84K $29.40
2024 Q2 UNCHANGED 2,794 — 0% 0.00% $80K $28.71
2024 Q1 INITIATED 2,794 — — 0.00% $72K —
% 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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