CGGO — CAPITAL GROUP GBL GROWTH EQT

Ownership history in SYM FINANCIAL Corp  ·  7 quarters on record

This page tracks every 13F SEC filing in which SYM FINANCIAL Corp 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
0.05% (2024 Q3)
Avg. % of fund
0.04%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 6,220 -7,782 -55.6% 0.02% $213K $33.78
2025 Q2 ADDED 14,002 +5,901 +72.8% 0.05% $448K $31.61
2025 Q1 REDUCED 8,101 -4,404 -35.2% 0.03% $230K $27.75
2024 Q4 REDUCED 12,505 -42 -0.3% 0.05% $365K $28.62
2024 Q3 ADDED 12,547 +2,481 +24.6% 0.05% $378K $29.40
2024 Q2 UNCHANGED 10,066 — 0% 0.05% $296K $28.71
2024 Q1 INITIATED 10,066 — — 0.05% $290K —
% 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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