Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CAPITAL GROUP GBL GROWTH EQT (CGGO)

373 + Investors. Track Smart Money conviction in CGGO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +39
Streak
11Q ▲
Buyers last Q
77%

Smart Money Signals — CGGO

Based on 373 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added CGGO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
373 hedge funds hold CGGO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +36% more funds vs a year ago

fund count last 6Q
+98 new funds entered over the past year (+36% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 77% buying

282 buying82 selling
Last quarter: 282 funds were net buyers (59 opened a brand new position + 223 added to an existing one). Only 82 were sellers (62 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new CGGO position: 38 → 32 → 49 → 59. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 38% long-term, 28% new

■ 38% conviction (2yr+) ■ 35% medium ■ 28% new
Of the 373 current holders: 140 (38%) held >2 years, 129 held 1–2 years, and 104 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
🚀

Acceleration phase — new buyers rushing in

53 → 38 → 32 → 49 → 59 new funds/Q
New funds entering each quarter: 38 → 32 → 49 → 59. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
📊

Mixed cohorts — 34% veterans, 44% new entrants

■ 34% veterans ■ 22% 1-2yr ■ 44% new
Of 373 current holders: 126 (34%) held 2+ years, 83 held 1–2 years, 164 (44%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
18 of 373 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: CGGO

How many hedge funds hold CGGO — quarterly history vs. share price
Quarterly hedge fund ownership of CGGO vs. share price

Market Analysis: CGGO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CGGO

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

32 top-rated funds 21 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
4.5
/ 10
conviction
Hedge Fund Positioning: CGGO
2026 Q1 Stats Unlock in 22 days 373 + Investors

Track Smart Money conviction in CGGO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 373 334 11.68%
13F Shares 186M 162M 14.42%
Total Value $5.76B $5.54B 3.97%
New Positions 59 49 +10
Increased Positions 223 202 +21
Closed Positions 20 19 +1
Reduced Positions 62 54 +8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CGGO

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

373 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CGGO. Verified SEC 13F-HR filings.

Top 25 institutional holders of CGGO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Financial Council, LLC 20.06% 1,558,410 $52.0M
2 Wealth Science Advisors LLC 12.41% 636,392 $22.1M
3 LifeGoal Investments, LLC 9.21% 473,839 $16.1M
4 Michael Brady & Co., LLC 8.92% 265,957 $8.9M
5 Ergawealth Advisors, Inc. 7.19% 487,615 $16.3M
6 Arlington Financial Advisors, LLC 7.02% 1,477,118 $49.3M
7 Boyer Financial Services, Inc. 6.13% 173,332 $5.8M
8 Gutierrez Wealth Advisory, LLC 4.92% 237,285 $7.9M
9 Northwest Financial Advisors 4.15% 64,383 $2.1M
10 NavPoint Financial, Inc. 3.41% 252,942 $8.4M
11 LVW Advisors, LLC 3.32% 1,044,217 $34.8M
12 Smith Thornton Advisors LLC 2.58% 153,251 $5.1M
13 ORBA Wealth Advisors, L.L.C. 2.48% 62,210 $2.1M
14 SILVIA MCCOLL WEALTH MANAGEMENT, LLC 2.42% 110,051 $3.7M
15 Clarity Wealth Advisors, LLC 2.33% 340,231 $11.4M
16 Burford Brothers, Inc. 2.24% 164,024 $5.5M
17 Smallwood Wealth Investment Management, LLC 2.03% 115,583 $3.9M
18 Merited Wealth, LLC 1.97% 71,025 $2.4M
19 A&I FINANCIAL SERVICES, LLC 1.48% 93,433 $3.1M
20 AA Financial Advisors, LLC 1.34% 284,226 $9.5M
21 KWB Wealth 1.29% 376,888 $13.1M
22 Code Waechter LLC 1.28% 64,521 $2.2M
23 Compton Financial Group, LLC 1.27% 171,913 $5.7M
24 Stonebridge Financial Group, LLC 1.24% 453,528 $15.1M
25 Trueblood Wealth Management, LLC 1.24% 95,233 $3.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — CAPITAL GROUP GBL GROWTH EQT (CGGO)

What does the Smart Money Trend signal show for CGGO?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added CGGO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CGGO?

More buyers than sellers — 77% buying: Last quarter: 282 funds were net buyers (59 opened a brand new position + 223 added to an existing one). Only 82 were sellers (62 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CGGO holders?

Strong quality — 34% AUM from major funds: 18 of 373 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held CGGO?

Mixed — 38% long-term, 28% new: Of the 373 current holders: 140 (38%) held >2 years, 129 held 1–2 years, and 104 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.