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Capital Group Gbl Growth Eqt shares owned by Summit Financial

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

Historical chart of Summit Financial 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 Summit Financial 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.9M 113k 34.65
2025-09-30 $3.6M 104k 34.17

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Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Summit Financial

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