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 |
|---|---|---|---|---|---|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
56,994
shares
|
$1.91 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
56,498
shares
|
$1.9 Million
0.55% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
56,364
shares
|
$1.89 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
52,198
shares
|
$1.75 Million
0.49% of portfolio
|
Q2 2025
Added 16.28%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
51,262
shares
|
$1.72 Million
0.04% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
50,284
shares
|
$1.69 Million
0.11% of portfolio
|
Q2 2025
Reduced 16.85%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
48,471
shares
|
$1.63 Million
0.07% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
47,730
shares
|
$1.6 Million
0.88% of portfolio
|
Q2 2024
Added 0.18%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
47,471
shares
|
$1.59 Million
0.01% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
46,256
shares
|
$1.55 Million
0.0% of portfolio
|
Q2 2025
Reduced 41.92%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
46,121
shares
|
$1.55 Million
0.06% of portfolio
|
Q2 2025
Reduced 30.92%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
43,945
shares
|
$1.47 Million
0.42% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Jul 23, 2025 Q2 2025 |
43,657
shares
|
$1.46 Million
0.76% of portfolio
|
Q2 2025
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
43,621
shares
|
$1.46 Million
0.42% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
43,471
shares
|
$1.46 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
43,419
shares
|
$1.46 Million
0.49% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
44 Wealth Management LLC
|
Aug 14, 2025 Q2 2025 |
42,253
shares
|
$1.42 Million
0.49% of portfolio
|
Q2 2025
Added 9.09%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
42,096
shares
|
$1.41 Million
0.15% of portfolio
|
Q2 2025
Added 75.11%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
41,661
shares
|
$1.4 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
41,586
shares
|
$1.4 Million
0.04% of portfolio
|
Q2 2025
Reduced 13.28%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
39,243
shares
|
$1.32 Million
0.35% of portfolio
|
Q2 2025
Added 5.23%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
38,922
shares
|
$1.31 Million
0.3% of portfolio
|
Q2 2025
Added 9.26%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
38,732
shares
|
$1.3 Million
0.0% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
38,648
shares
|
$1.3 Million
0.08% of portfolio
|
Q2 2025
Added 12.31%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Aug 06, 2025 Q2 2025 |
36,646
shares
|
$1.23 Million
1.0% of portfolio
|
Q2 2025
Added 22.87%
|