Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / SHS CREATION UNI
-
Total 13F shares
-
10,626,578
-
Share change
-
+1,516,927
-
Total reported value
-
$368,661,164
-
Price per share
-
$34.65
-
Number of holders
-
83
-
Value change
-
+$52,444,255
-
Number of buys
-
60
-
Number of sells
-
12
Institutional Holders of CAPITAL GROUP GBL GROWTH EQT - SHS CREATION UNI (CGGO) as of Q4 2025
As of 31 Dec 2025,
CAPITAL GROUP GBL GROWTH EQT - SHS CREATION UNI (CGGO) was held by
83 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
10,626,578 shares.
The largest 10 holders included
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Arlington Financial Advisors, LLC, LVW Advisors, LLC, BIP Wealth, LLC, Ergawealth Advisors, Inc., Apollon Wealth Management, LLC, LifeGoal Investments, LLC, KWB Wealth, AA Financial Advisors, LLC, and NavPoint Financial, Inc..
This page lists
83
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.