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Capital Group Gbl Growth Eqt shares owned by Convergence Financial

Quarter-by-quarter ownership of Capital Group Gbl Growth Eqt (CGGO) shares owned by Convergence Financial from 13F filings

Historical chart of Convergence Financial investment in Capital Group Gbl Growth Eqt

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Gbl Growth Eqt held by Convergence Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Gbl Growth Eqt by Convergence Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $953k 28k 34.17
2025-06-30 $933k 29k 31.97
2025-03-31 $857k 30k 28.33

More positions owned by Convergence Financial

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio Agrgte (SPAB)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Spdr Series Trust S&p 400 Mdcp Val (MDYV)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Spdr Series Trust S&P 400 MDCP GRW (MDYG)
Ishares Tr Msci Usa Mmentm (MTUM)
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Spdr Series Trust S&p 600 Smcp Val (SLYV)
Select Sector Spdr Tr Technology (XLK)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Tesla Motors (TSLA)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)

View all positions for Convergence Financial

Top funds holding Capital Group Gbl Growth Eqt

Capital Group Private Client Services
LPL Financial
Raymond James Financial
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Morgan Stanley
Cetera Investment Advisers
Commonwealth Equity Services
Wells Fargo & Company
Advisor Group Holdings
UBS Group
Jones Financial Companies, L.L
Royal Bank of Canada
Mml Investors Services
Cambridge Investment Research Advisors

View all funds holding Capital Group Gbl Growth Eqt