CWGIX CAPITAL WORLD GROWTH

Ownership history in TOWER BRIDGE ADVISORS  ·  5 quarters on record

This page tracks every 13F SEC filing in which TOWER BRIDGE ADVISORS reported a position in CAPITAL WORLD GROWTH (CWGIX). 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
0.02% (2025 Q4)
Avg. % of fund
0.02%
First filed
2019 Q3
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 3,152 +278 +9.7% 0.02% $225K $71.51
2025 Q3 ADDED 2,874 +7 +0.2% 0.02% $216K $62.39
2025 Q2 REDUCED 2,867 -1,139 -28.4% 0.02% $204K $58.90
2019 Q4 ADDED 4,006 +41 +1.0% 0.02% $209K $30.38
2019 Q3 INITIATED 3,965 0.02% $200K $27.59
% of Fund (quarterly)    CWGIX price (monthly, adj. close)
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