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 327 institutions that hold shares in the stock, with a total of 147 Million shares, which have been reported (via 13F filing form) to have a value of $4.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
16,799
shares
|
$538,743
0.11% of portfolio
|
Q1 2025
Added 43.67%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
16,038
shares
|
$514,338
0.04% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
15,855
shares
|
$508,469
0.02% of portfolio
|
Q1 2025
Added 3287.82%
|
|
|
Capital Planning LLC
|
Apr 29, 2025 Q1 2025 |
15,652
shares
|
$501,959
0.13% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
15,460
shares
|
$495,802
0.11% of portfolio
|
Q1 2025
Reduced 16.25%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
15,435
shares
|
$495,000
0.0% of portfolio
|
Q1 2025
Reduced 41.62%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
May 01, 2025 Q1 2025 |
15,263
shares
|
$489,484
0.11% of portfolio
|
Q1 2025
Added 86.09%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
14,620
shares
|
$468,863
0.07% of portfolio
|
Q2 2025
Added 13.1%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
13,650
shares
|
$437,755
0.04% of portfolio
|
Q1 2025
Added 93.92%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
13,507
shares
|
$433,169
0.04% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
12,204
shares
|
$391,382
0.01% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
12,133
shares
|
$389,105
0.01% of portfolio
|
Q1 2025
Added 51.28%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
12,064
shares
|
$386,892
0.12% of portfolio
|
Q2 2025
Added 46.62%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
May 15, 2025 Q1 2025 |
12,013
shares
|
$385,256
0.08% of portfolio
|
Q2 2024
Added 48.86%
|
|
|
Landaas & CO
Milwaukee, WI |
May 02, 2025 Q1 2025 |
11,906
shares
|
$381,825
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
11,663
shares
|
$374,032
0.02% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
11,593
shares
|
$371,787
0.0% of portfolio
|
Q2 2025
Added 15.35%
|
|
|
Nvest Financial, LLC
|
Apr 23, 2025 Q1 2025 |
11,261
shares
|
$361,140
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Gimbal Financial
Carmel, IN |
Apr 23, 2025 Q1 2025 |
11,220
shares
|
$359,825
0.29% of portfolio
|
Q4 2023
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
10,960
shares
|
$351,487
0.13% of portfolio
|
Q1 2025
Added 6.82%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Apr 16, 2025 Q1 2025 |
10,514
shares
|
$337,183
0.18% of portfolio
|
Q1 2025
Added 12.65%
|
|
|
Kmt Wealth Management, LLC
El Segundo, CA |
May 15, 2025 Q1 2025 |
10,286
shares
|
$329,872
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
10,156
shares
|
$325,702
0.04% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,082
shares
|
$323,329
0.0% of portfolio
|
Q4 2024
Reduced 54.3%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
May 05, 2025 Q1 2025 |
9,974
shares
|
$319,866
0.09% of portfolio
|
Q1 2025
New holding
|