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Capital Group Gbl Growth Eqt shares owned by LifeGoal Wealth Advisors

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

Historical chart of LifeGoal Wealth Advisors 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 LifeGoal Wealth Advisors 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 LifeGoal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 337k 34.17
2025-06-30 $9.4M 295k 31.97
2025-03-31 $8.8M 310k 28.31

More positions owned by LifeGoal Wealth Advisors

Ishares Tr U S Equity Factr (LRGF)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Rbb Fund Trust First Eagle Gbl (FEGE)
J P Morgan Exchange Traded F Income Etf (JPIE)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Emng Mkts Eqt (EMGF)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Msci Gbl Gold Mn (RING)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Vaneck Etf Trust Alternative Asse (GPZ)

View all positions for LifeGoal Wealth Advisors

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