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 328 institutions that hold shares in the stock, with a total of 151 Million shares, which have been reported (via 13F filing form) to have a value of $4.92 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
49,810
shares
|
$1.62 Million
0.05% of portfolio
|
Q4 2024
Added 1.39%
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
48,471
shares
|
$1.57 Million
0.07% of portfolio
|
Q2 2025
Added 0.31%
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
47,730
shares
|
$1.55 Million
0.88% of portfolio
|
Q2 2024
Added 0.18%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
47,370
shares
|
$1.54 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
46,121
shares
|
$1.5 Million
0.06% of portfolio
|
Q2 2025
Reduced 30.92%
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
44,301
shares
|
$1.44 Million
0.09% of portfolio
|
Q1 2025
Added 5.07%
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Jul 23, 2025 Q2 2025 |
43,657
shares
|
$1.42 Million
0.76% of portfolio
|
Q2 2025
New holding
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
43,621
shares
|
$1.42 Million
0.42% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
43,419
shares
|
$1.41 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
|
$1.41 Million
0.42% of portfolio
|
Q1 2025
Added 23.54%
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
41,945
shares
|
$1.36 Million
0.29% of portfolio
|
Q1 2025
Reduced 14.32%
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
41,586
shares
|
$1.35 Million
0.04% of portfolio
|
Q2 2025
Reduced 13.28%
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
39,243
shares
|
$1.28 Million
0.35% of portfolio
|
Q2 2025
Added 5.23%
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
38,922
shares
|
$1.26 Million
0.3% of portfolio
|
Q2 2025
Added 9.26%
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
38,732
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2025
Added 2.02%
|
|
44 Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
38,732
shares
|
$1.26 Million
0.42% of portfolio
|
Q1 2025
Added 0.43%
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
38,648
shares
|
$1.26 Million
0.08% of portfolio
|
Q2 2025
Added 12.31%
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Aug 06, 2025 Q2 2025 |
36,646
shares
|
$1.19 Million
1.0% of portfolio
|
Q2 2025
Added 22.87%
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
35,866
shares
|
$1.17 Million
0.16% of portfolio
|
Q2 2025
Added 21.62%
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
35,746
shares
|
$1.16 Million
0.04% of portfolio
|
Q2 2025
Added 8.12%
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
34,693
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2024
Added 17.83%
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
33,775
shares
|
$1.1 Million
0.1% of portfolio
|
Q2 2025
Added 7.77%
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
33,659
shares
|
$1.09 Million
0.06% of portfolio
|
Q1 2025
Added 11.2%
|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
33,333
shares
|
$1.08 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
33,295
shares
|
$1.08 Million
0.02% of portfolio
|
Q2 2025
Added 23.0%
|