Who owns CAPITAL GROUP GBL GROWTH EQT?
- Ticker: CGGO
- CUSIP Number: 14020x104
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Analyze quarterly positions in Capital Group Gbl Growth Eqt with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Capital Group Gbl Growth Eqt stock
Who bought or sold CAPITAL GROUP GBL GROWTH EQT this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Capital Group Private Client Services | 24M | $789M | 12% | Mar 2026 |
|
| LPL Financial | 17M | $567M | 13% | Mar 2026 |
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| Raymond James Financial | 13M | $455M | 9% | Dec 2025 |
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| Envestnet Asset Management | 12M | $403M | 18% | Mar 2026 |
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| Morgan Stanley | 12M | $402M | 20% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 11M | $362M | -2% | Mar 2026 |
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| Cetera Investment Advisers | 8.3M | $277M | 7% | Mar 2026 |
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| Wells Fargo & Company | 7.2M | $241M | 24% | Mar 2026 |
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| Forge Financial Services | 5.8M | $195M | 590% | Mar 2026 |
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| Commonwealth Equity Services | 5.6M | $186M | 3% | Mar 2026 |
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| UBS Group | 4.4M | $145M | 8% | Mar 2026 |
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| Jones Financial Companies, L.L | 4.2M | $145M | 17% | Dec 2025 |
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| Royal Bank of Canada | 4.1M | $137M | 35% | Mar 2026 |
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| Advisor Group Holdings | 4.1M | $141M | -8% | Dec 2025 |
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| Bank of America Corporation | 4.0M | $134M | 100% | Mar 2026 |
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| Cambridge Investment Research Advisors | 3.4M | $112M | 5% | Mar 2026 |
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| Mml Investors Services | 2.8M | $94M | -11% | Mar 2026 |
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| Sei Investments | 2.0M | $66M | 21% | Mar 2026 |
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| Goss Wealth Management | 1.7M | $56M | 10% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 1.6M | $55M | 15% | Dec 2025 |
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| Kestra Advisory Services | 1.6M | $52M | 11% | Mar 2026 |
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| Financial Council Asset Management | 1.6M | $52M | 5% | Mar 2026 |
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| Arlington Financial Advisors | 1.5M | $49M | 5% | Mar 2026 |
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| Baird Financial | 1.4M | $49M | 1% | Dec 2025 |
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| Janney Montgomery Scott | 1.1M | $36M | 23% | Mar 2026 |
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| Stifel Financial | 1.1M | $36M | 15% | Mar 2026 |
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| LVW Advisors | 1.0M | $35M | -2% | Mar 2026 |
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| Jane Street | 960k | $32M | 100% | Mar 2026 |
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| Benjamin Edwards | 950k | $32M | 16% | Mar 2026 |
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| Captrust Financial Advisors | 946k | $33M | 1% | Dec 2025 |
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| Assetmark | 921k | $31M | 20% | Mar 2026 |
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| D. J. St. Germain | 910k | $30M | 0% | Mar 2026 |
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| Colony | 874k | $30M | 1% | Dec 2025 |
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| ValMark Advisers | 841k | $28M | 11% | Mar 2026 |
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| D.A. Davidson & Co. | 776k | $26M | -4% | Mar 2026 |
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| Private Advisor | 745k | $25M | -15% | Mar 2026 |
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| Kestra Investment Management | 717k | $24M | 91% | Mar 2026 |
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| BIP Wealth | 716k | $24M | 5% | Mar 2026 |
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| WNY Asset Management | 713k | $24M | 8% | Mar 2026 |
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| J. Derek Lewis & Associates | 657k | $22M | 12% | Mar 2026 |
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| Reliant Wealth Planning | 644k | $22M | -1% | Mar 2026 |
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| Beacon Pointe Advisors | 641k | $22M | 0% | Dec 2025 |
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| Wealth Science Advisors | 636k | $22M | 0% | Mar 2026 |
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| Bleakley Financial Group | 534k | $18M | 7% | Mar 2026 |
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| CI Private Wealth | 528k | $18M | -10% | Mar 2026 |
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| HighTower Advisors | 528k | $18M | 14% | Mar 2026 |
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| Prospera Financial Services | 491k | $16M | -20% | Mar 2026 |
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| Ergawealth Advisors | 488k | $16M | 6% | Mar 2026 |
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| LifeGoal Wealth Advisors | 474k | $16M | 14% | Mar 2026 |
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| Stephens | 464k | $16M | 25% | Mar 2026 |
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| Stonebridge Financial Group | 454k | $15M | 135% | Mar 2026 |
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| Apollon Wealth Management | 452k | $15M | 8% | Mar 2026 |
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| Harbour Investments | 438k | $15M | 65% | Mar 2026 |
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| Integrated Wealth Concepts | 429k | $14M | 24% | Mar 2026 |
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| Frazier Financial Advisors | 395k | $13M | 6% | Mar 2026 |
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| Independent Advisor Alliance | 391k | $13M | 100% | Mar 2026 |
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| KWB Wealth | 377k | $13M | -1% | Mar 2026 |
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| Rothschild Investment | 368k | $12M | 36% | Mar 2026 |
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| Natixis Asset Management Advisors | 349k | $12M | 23% | Mar 2026 |
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| Souders Financial Advisors | 347k | $12M | -1% | Mar 2026 |
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| Vestmark Advisory Solutions | 346k | $12M | 31% | Mar 2026 |
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| Ridgeline Wealth Planning | 340k | $11M | 1% | Mar 2026 |
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| Clarity Wealth Advisors | 340k | $11M | 7% | Mar 2026 |
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| Silver Oak Securities | 338k | $11M | 100% | Mar 2026 |
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| BNB Wealth Management | 337k | $11M | 100% | Mar 2026 |
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| Principal Securities | 329k | $11M | 11% | Mar 2026 |
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| Equitable Holdings | 307k | $11M | 21% | Mar 2026 |
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| Steward Partners Investment Advisory | 307k | $10M | 2% | Mar 2026 |
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| MAI Wealth Advisors | 306k | $10M | 13% | Mar 2026 |
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| Main Street Financial Solutions | 288k | $10M | 0% | Dec 2025 |
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| AA Financial Advisors | 284k | $9.5M | -13% | Mar 2026 |
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| Michael Brady & Co | 266k | $8.9M | 2% | Mar 2026 |
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| Capital Analysts | 261k | $8.7M | 10% | Mar 2026 |
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| Ruggaard & Associates | 256k | $8.5M | 3% | Mar 2026 |
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| NavPoint Financial | 253k | $8.4M | 0% | Mar 2026 |
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| Gateway Wealth Partners | 250k | $8.3M | 395% | Mar 2026 |
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| Signature Estate and Investment Advisors | 248k | $8.3M | 3% | Mar 2026 |
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| Cary Street Partners Financial | 242k | $8.1M | -4% | Mar 2026 |
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| U.S. Capital Wealth Advisors | 242k | $8.1M | 3% | Mar 2026 |
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| Smartleaf Asset Management | 241k | $7.7M | 14% | Mar 2026 |
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| Gerber Kawasaki Wealth & Investment Management | 239k | $8.0M | 1% | Mar 2026 |
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| Gutierrez Wealth Advisory | 237k | $7.9M | 5% | Mar 2026 |
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| Carson Advisory | 237k | $7.9M | 0% | Mar 2026 |
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| Peapack Gladstone Financial Corp | 232k | $7.7M | 1% | Mar 2026 |
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| OneAscent Financial Services | 229k | $7.6M | 100% | Mar 2026 |
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| Kera Capital Partners | 225k | $7.5M | 3% | Mar 2026 |
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| CWM | 223k | $7.7M | -45% | Dec 2025 |
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| Mutual Advisors | 214k | $7.1M | 5% | Mar 2026 |
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| CLS Investments | 213k | $7.1M | -1% | Mar 2026 |
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| Summit Financial | 201k | $6.7M | 78% | Mar 2026 |
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| Confluence Wealth Services | 199k | $6.6M | 8% | Mar 2026 |
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| Citadel Advisors | 194k | $6.5M | 100% | Mar 2026 |
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| Financial Management Network | 191k | $6.8M | 1% | Mar 2026 |
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| Farther Finance Advisors | 189k | $6.4M | -59% | Mar 2026 |
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| Johnson Bixby & Associates | 184k | $6.1M | -6% | Mar 2026 |
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| Balentine | 183k | $6.1M | -1% | Mar 2026 |
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| Smith, Moore & Co. | 177k | $5.9M | 5% | Mar 2026 |
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| Boyer Financial Services | 173k | $5.8M | 9% | Mar 2026 |
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| Compton Financial Group | 172k | $5.7M | 2464% | Mar 2026 |
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| Koshinski Asset Management | 171k | $5.7M | 2% | Mar 2026 |
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| Founders Financial Securities | 170k | $6.1M | 32% | Mar 2026 |
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| Cullen Frost Bankers | 168k | $5.6M | 23% | Mar 2026 |
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| Rockefeller Capital Management | 167k | $5.6M | 0% | Mar 2026 |
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| Branch Banking & Trust Company | 165k | $5.5M | 11% | Mar 2026 |
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| Paragon Advisors | 164k | $5.5M | -7% | Mar 2026 |
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| Perennial Investment Advisors | 164k | $5.5M | 6% | Mar 2026 |
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| Burford Brothers | 164k | $5.5M | 0% | Mar 2026 |
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| FSM Wealth Advisors | 163k | $5.5M | 0% | Mar 2026 |
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| Strategic Blueprint | 157k | $5.2M | 2% | Mar 2026 |
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| Sigma Planning | 154k | $5.1M | 848% | Mar 2026 |
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| RPg Family Wealth Advisory | 154k | $5.3M | -1% | Dec 2025 |
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| Smith Thornton Advisors | 153k | $5.1M | 9% | Mar 2026 |
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| AlphaCore Capital | 149k | $5.0M | 0% | Mar 2026 |
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| Envestnet Portfolio Solutions | 145k | $4.8M | 11% | Mar 2026 |
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| Entruity Wealth | 144k | $4.8M | -2% | Mar 2026 |
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| Sagespring Wealth Partners | 128k | $4.3M | -36% | Mar 2026 |
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| Davenport & Co | 125k | $4.2M | 5% | Mar 2026 |
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| Geneos Wealth Management | 122k | $4.1M | 35% | Mar 2026 |
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| Endeavor Private Wealth | 118k | $3.9M | 42% | Mar 2026 |
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| Eq Wealth Advisors | 116k | $3.9M | 13% | Mar 2026 |
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| Leonard Rickey Investment Advisors P | 116k | $3.9M | 0% | Mar 2026 |
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| Smallwood Wealth Investment Management | 116k | $3.9M | 0% | Mar 2026 |
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| PFG Advisors | 116k | $3.9M | 6% | Mar 2026 |
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| Catalyst Financial Partners | 115k | $3.9M | 9% | Mar 2026 |
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| Bill Few Associates | 115k | $3.8M | 5% | Mar 2026 |
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| Integrity Advisory Solutions | 114k | $3.8M | 6% | Mar 2026 |
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| Flow Traders US | 113k | $3.8M | 100% | Mar 2026 |
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| Silvia Mccoll Wealth Management | 110k | $3.7M | 2% | Mar 2026 |
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| Sovran Advisors | 108k | $4.0M | 6% | Mar 2026 |
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| CVFG | 107k | $3.6M | 9% | Mar 2026 |
|
| Mariner Wealth Advisors | 106k | $3.5M | 46% | Mar 2026 |
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| HBW Advisory Services | 105k | $3.5M | -1% | Mar 2026 |
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| CLG | 105k | $3.6M | -33% | Dec 2025 |
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| Concurrent Investment Advisors | 105k | $3.5M | -37% | Mar 2026 |
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| Oppenheimer & Co | 102k | $3.4M | 125% | Mar 2026 |
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| Kingswood Wealth Advisors | 102k | $3.4M | -2% | Mar 2026 |
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| West Michigan Advisors | 101k | $3.4M | -36% | Mar 2026 |
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| Stratos Wealth Partners | 100k | $3.3M | 9% | Mar 2026 |
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| Moseley Investment Management | 99k | $3.3M | 6% | Mar 2026 |
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| Ameritas Advisory Services | 96k | $3.2M | 1% | Mar 2026 |
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| Kestra Private Wealth Services | 96k | $3.2M | 15% | Mar 2026 |
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| Trueblood Wealth Management | 95k | $3.2M | 8% | Mar 2026 |
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| AI Financial Services | 93k | $3.1M | 5% | Mar 2026 |
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| Great Valley Advisor Group | 93k | $3.1M | 752% | Mar 2026 |
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| Merit Financial Group | 93k | $3.1M | 3% | Mar 2026 |
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| Aprio Wealth Management | 86k | $2.9M | 0% | Mar 2026 |
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| LongView Wealth Management | 85k | $3.2M | -4% | Mar 2026 |
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| O'shaughnessy Asset Management | 85k | $2.8M | 26% | Mar 2026 |
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| Pensionmark Financial Group | 82k | $2.7M | 57% | Mar 2026 |
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| Silverlake Wealth Management | 81k | $2.7M | 5% | Mar 2026 |
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| Axxcess Wealth Management | 67k | $2.2M | -49% | Mar 2026 |
|
| VestGen Advisors | 61k | $2.4M | -25% | Mar 2026 |
|
Who sold out of Capital Group Gbl Growth Eqt?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 2.0M | $72M |
| Jpmorgan Chase & Co | Sep 2025 | 519k | $17M |
| Royal Harbor Partners | Dec 2025 | 282k | $9.8M |
| Susquehanna International | Sep 2025 | 188k | $6.4M |
| J.w. Cole Advisors | Dec 2025 | 111k | $3.8M |
| Goldman Sachs Group | Dec 2025 | 95k | $3.3M |