Institutional Ownership Capital Group Global Growth Eq (CGGO)
This table provides information about the institutional ownership of Capital Group Global Growth Eq (CGGO). We have compiled data on the 341 institutions that hold shares in the stock, with a total of 159 Million shares, which have been reported (via 13F filing form) to have a value of $5.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Jul 22, 2025 Q2 2025 |
207,434
shares
|
$6.96 Million
4.45% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
207,103
shares
|
$6.95 Million
0.01% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
204,931
shares
|
$6.88 Million
0.09% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
203,798
shares
|
$6.84 Million
0.24% of portfolio
|
Q2 2025
Added 12.97%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
202,279
shares
|
$6.79 Million
0.02% of portfolio
|
Q2 2025
Added 68.42%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
198,213
shares
|
$6.65 Million
0.18% of portfolio
|
Q2 2025
Added 28.48%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
196,325
shares
|
$6.59 Million
0.79% of portfolio
|
Q2 2025
New holding
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
192,103
shares
|
$6.45 Million
0.98% of portfolio
|
Q3 2023
Added 8.67%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
191,051
shares
|
$6.41 Million
0.17% of portfolio
|
Q2 2025
Reduced 13.29%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
185,607
shares
|
$6.23 Million
0.25% of portfolio
|
Q2 2025
Added 16.04%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
183,759
shares
|
$6.17 Million
1.25% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
180,782
shares
|
$6.07 Million
0.15% of portfolio
|
Q2 2025
Added 4.56%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
176,010
shares
|
$5.91 Million
0.66% of portfolio
|
Q2 2025
Added 44.82%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
173,768
shares
|
$5.83 Million
0.07% of portfolio
|
Q2 2025
Added 10.65%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
168,991
shares
|
$5.67 Million
0.41% of portfolio
|
Q2 2025
Added 9.3%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
168,374
shares
|
$5.65 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
168,127
shares
|
$5.64 Million
0.32% of portfolio
|
Q2 2025
Added 3.68%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
163,914
shares
|
$5.5 Million
0.37% of portfolio
|
Q2 2025
Reduced 16.11%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
162,617
shares
|
$5.46 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
161,918
shares
|
$5.43 Million
0.05% of portfolio
|
Q2 2025
Added 419.68%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
161,598
shares
|
$5.42 Million
0.46% of portfolio
|
Q2 2025
Added 15.93%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
160,785
shares
|
$5.39 Million
0.85% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Aug 13, 2025 Q2 2025 |
154,551
shares
|
$5.19 Million
1.45% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Paragon Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
153,948
shares
|
$5.16 Million
1.47% of portfolio
|
Q2 2025
Added 8.64%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
151,548
shares
|
$5.08 Million
0.3% of portfolio
|
Q2 2025
Added 108.41%
|