CGGO — CAPITAL GROUP GBL GROWTH EQT

Ownership history in Reliant Wealth Planning  ·  10 quarters on record

This page tracks every 13F SEC filing in which Reliant Wealth Planning 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
8.68% (2024 Q4)
Avg. % of fund
7.3%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 653,251 -11,820 -1.8% 7.07% $22.6M $34.65
2025 Q3 REDUCED 665,071 -7,379 -1.1% 7.36% $22.7M $33.78
2025 Q2 ADDED 672,450 +34,823 +5.5% 8.39% $21.5M $31.61
2025 Q1 ADDED 637,627 +3,973 +0.6% 8.24% $18.1M $27.75
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% 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% LVW Advisors, LLC 3Y 7Y 3.75%
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