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Capital Group Gbl Growth Eqt shares owned by Octavia Wealth Advisors

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

Historical chart of Octavia 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 Octavia 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 Octavia Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $277k 9.6k 28.80
2023-12-31 $255k 9.9k 25.73

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Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Eafe Value Etf (EFV)
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Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)

View all positions for Octavia Wealth Advisors

Top funds holding Capital Group Gbl Growth Eqt

Raymond James & Associates
Raymond James Financial Services Advisors
UBS Group
Commonwealth Equity Services
Advisor Group Holdings
Cambridge Investment Research Advisors
Wells Fargo & Company
Wealth Enhancement Advisory Services
Johnson Bixby & Associates
WNY Asset Management
Baird Financial
Royal Bank of Canada
Financial Council Asset Management
Arlington Financial Advisors
HoyleCohen

View all funds holding Capital Group Gbl Growth Eqt