Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / SHS
-
Total 13F shares
-
2,508,591
-
Share change
-
+1,500,646
-
Total reported value
-
$79,588,094
-
Price per share
-
$31.63
-
Number of holders
-
20
-
Value change
-
+$47,498,505
-
Number of buys
-
18
-
Number of sells
-
2
Institutional Holders of CAPITAL GROUP GLOBAL EQUITY - SHS (CGGE) as of Q4 2025
As of 31 Dec 2025,
CAPITAL GROUP GLOBAL EQUITY - SHS (CGGE) was held by
20 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,508,591 shares.
The largest 10 holders included
Clarius Group, LLC, James Reed Financial Services, Inc., Stratos Wealth Partners, LTD., PARK AVENUE SECURITIES LLC, LongView Wealth Management, Sovran Advisors, LLC, ORG Partners LLC, SAGESPRING WEALTH PARTNERS, LLC, Tempus Wealth Planning, LLC, and DAVENPORT & Co LLC.
This page lists
20
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.