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Capital Group Gbl Growth Eqt shares owned by KWB Wealth

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

Historical chart of KWB Wealth 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 KWB Wealth 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 KWB Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.0M 249k 31.97
2025-06-30 $5.0M 176k 28.33
2025-03-31 $3.6M 122k 29.22
2024-12-31 $979k 33k 30.15

More positions owned by KWB Wealth

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Portfolio Agrgte (SPAB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Invesco Actively Managed Exc Total Return (GTO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Ishares Tr Core Total Usd (IUSB)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Capital Group Core Balanced SHS (CGBL)

View all positions for KWB Wealth

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