CGGO β€” CAPITAL GROUP GBL GROWTH EQT

Ownership history in Wealth Science Advisors LLC  Β·  2 quarters on record

AI Ownership Summary

Wealth Science Advisors LLC reported CAPITAL GROUP GBL GROWTH EQT (CGGO) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 12.72% in 2025 Q4. The latest visible filing shows CGGO at 12.41% 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 Wealth Science Advisors LLC'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 12.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.72% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 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.

How Wealth Science Advisors LLC held CGGO β€” position size vs. price
% of Fund (quarterly)    CGGO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 636,392 β€” 0% 12.41% $22.1M 2026-04-08 $35.82
2025 Q4 INITIATED 636,392 β€” β€” 12.72% $22.1M 2026-01-28 $36.89

FAQ About Wealth Science Advisors LLC and CGGO

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

How long has Wealth Science Advisors LLC reported owning CGGO?

Wealth Science Advisors LLC reported CGGO across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported CGGO position in Wealth Science Advisors LLC's portfolio?

The largest reported portfolio weight for CGGO was 12.72% in 2025 Q4.

What is the latest reported CGGO position on this page?

The most recent filing on this page is 2026 Q1, when Wealth Science Advisors LLC reported 636,392 shares, equal to 12.41% of portfolio, with an estimated market value of $22.1M.

What does the chart on this CGGO ownership page compare?

The chart compares Wealth Science Advisors LLC'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.

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