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 |
|---|---|---|---|---|---|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
48,319
shares
|
$1.55 Million
0.07% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
47,730
shares
|
$1.53 Million
0.88% of portfolio
|
Q2 2024
Added 0.18%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
47,370
shares
|
$1.52 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
44,914
shares
|
$1.44 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
44,891
shares
|
$1.44 Million
0.43% of portfolio
|
Q1 2025
Added 47.59%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
44,301
shares
|
$1.42 Million
0.09% of portfolio
|
Q1 2025
Added 5.07%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
43,419
shares
|
$1.39 Million
0.49% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
43,390
shares
|
$1.39 Million
0.42% of portfolio
|
Q1 2025
Added 23.54%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
43,174
shares
|
$1.38 Million
0.03% of portfolio
|
Q1 2025
Added 35.3%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
41,945
shares
|
$1.35 Million
0.29% of portfolio
|
Q1 2025
Reduced 14.32%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
41,586
shares
|
$1.33 Million
0.04% of portfolio
|
Q2 2025
Reduced 13.28%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
39,243
shares
|
$1.26 Million
0.35% of portfolio
|
Q2 2025
Added 5.23%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
38,922
shares
|
$1.25 Million
0.3% of portfolio
|
Q2 2025
Added 9.26%
|
|
|
44 Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
38,732
shares
|
$1.24 Million
0.42% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
37,964
shares
|
$1.22 Million
0.0% of portfolio
|
Q1 2025
Added 6.4%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
34,693
shares
|
$1.11 Million
0.02% of portfolio
|
Q3 2024
Added 17.83%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
34,413
shares
|
$1.1 Million
0.07% of portfolio
|
Q1 2025
Added 20.84%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
33,775
shares
|
$1.08 Million
0.1% of portfolio
|
Q2 2025
Added 7.77%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
33,659
shares
|
$1.08 Million
0.06% of portfolio
|
Q1 2025
Added 11.2%
|
|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
33,333
shares
|
$1.07 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
33,061
shares
|
$1.06 Million
0.04% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
32,612
shares
|
$1.05 Million
0.05% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
May 15, 2025 Q1 2025 |
32,530
shares
|
$1.04 Million
0.4% of portfolio
|
Q1 2025
Added 15.18%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
31,157
shares
|
$999,204
0.01% of portfolio
|
Q1 2025
Added 56.21%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Apr 24, 2025 Q1 2025 |
30,249
shares
|
$970,085
0.17% of portfolio
|
Q1 2025
Reduced 3.66%
|