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Capital Group Gbl Growth Eqt shares owned by Weatherly Asset Management

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

Historical chart of Weatherly Asset Management investment in Capital Group Gbl Growth Eqt

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All positions including Capital Group Gbl Growth Eqt held by Weatherly Asset Management 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 Weatherly Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 33k 34.17
2025-06-30 $1.1M 33k 32.02
2025-03-31 $944k 33k 28.33
2024-12-31 $974k 33k 29.22

More positions owned by Weatherly Asset Management

Eli Lilly & Co Common (LLY)
Apple Common (AAPL)
Microsoft Corp Common (MSFT)
Amazon Common (AMZN)
Netflix Common (NFLX)
Fidelity Merrimack Str Tr Common (FBND)
J P Morgan Exchange Traded F Common (JMST)
Costco Whsl Corp Common (COST)
J P Morgan Exchange Traded F Common (JPST)
Invesco Exch Traded Fd Tr Ii Common (CGW)
Nvidia Corporation Common (NVDA)
Alphabet Common (GOOGL)
Waste Mgmt Inc Del Common (WM)
Cyberark Software Foreign (CYBR)
Vanguard Whitehall Fds Foreign (VIGI)

View all positions for Weatherly Asset Management

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