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Capital Group Gbl Growth Eqt shares owned by McKinley Carter Wealth Services

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

Historical chart of McKinley Carter Wealth Services 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 McKinley Carter Wealth Services 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 McKinley Carter Wealth Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $201k 5.8k 34.65

More positions owned by McKinley Carter Wealth Services

Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Morningstar Grwt (ILCG)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Apple (AAPL)
Ishares Tr Us Treas Bd Etf (GOVT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Broadcom (AVGO)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for McKinley Carter Wealth Services

Top funds holding Capital Group Gbl Growth Eqt

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

View all funds holding Capital Group Gbl Growth Eqt