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Capital Group Gbl Growth Eqt shares owned by Heritage Trust

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

Historical chart of Heritage Trust investment in Capital Group Gbl Growth Eqt

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All positions including Capital Group Gbl Growth Eqt held by Heritage Trust 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 Heritage Trust

Quarter filed Position value Share count Share price at filing
2026-06-30 $220k 5.2k 42.33

More positions owned by Heritage Trust

Apple Common Stock (AAPL)
Johnson & Johnson Common Stock (JNJ)
Microsoft Corp Common Stock (MSFT)
State Street Spdr S&p 500 Etf-equity (SPY)
Alphabet Common Stock (GOOG)
Vanguard Etf-equity (VEA)
Abbvie Common Stock (ABBV)
Invesco Etf-equity (RSP)
Jpmorgan Chase & Co Common Stock (JPM)
Alphabet Common Stock (GOOGL)
Walmart Common Stock (WMT)
Micron Technology Common Stock (MU)
Qualcomm Common Stock (QCOM)
Angel Oak Etf-fixed Incom (UYLD)
Caterpillar Common Stock (CAT)

View all positions for Heritage Trust

Top funds holding Capital Group Gbl Growth Eqt

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

View all funds holding Capital Group Gbl Growth Eqt