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Capital Group Gbl Growth Eqt shares owned by ORBA Wealth Advisors

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

Historical chart of ORBA 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 ORBA 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 ORBA Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.4M 180k 30.15
2024-06-30 $5.2M 178k 29.44
2024-03-31 $5.1M 177k 28.80
2023-12-31 $4.5M 176k 25.73

More positions owned by ORBA Wealth Advisors

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Abbvie (ABBV)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
American Centy Etf Tr Intl Eqt Etf (AVDE)
First Tr Exchange-traded Cap Strength Etf (FTCS)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for ORBA Wealth Advisors

Top funds holding Capital Group Gbl Growth Eqt

Capital Group Private Client Services
Northwestern Mutual Wealth Management Company
Raymond James & Associates
LPL Financial
Raymond James Financial Services Advisors
Envestnet Asset Management
Morgan Stanley
Commonwealth Equity Services
Wells Fargo & Company
Advisor Group Holdings
Royal Bank of Canada
Cambridge Investment Research Advisors
Mml Investors Services
Cetera Investment Advisers
Bank of America Corporation

View all funds holding Capital Group Gbl Growth Eqt