# CAPITAL GROUP GBL GROWTH EQT (CGGO)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CGGO/

- Reporting holders: 22
- Reported value: $111.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Wealth Science Advisors LLC](https://holderbook.com/funds/2083087-wealth-science-advisors-llc/) | $27.7M | 696,356 | 11.6% | 4 |
| [LifeGoal Investments, LLC](https://holderbook.com/funds/2054684-lifegoal-investments-llc/) | $23.2M | 583,487 | 7.1% | 8 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $20.2M | 507,591 | 1.5% | 8 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $7.9M | 198,417 | 0.1% | 6 |
| [FINANCIAL MANAGEMENT NETWORK INC](https://holderbook.com/funds/1844831-financial-management-network-inc/) | $7.6M | 190,193 | 1.1% | 18 |
| [Bill Few Associates, Inc.](https://holderbook.com/funds/1914644-bill-few-associates-inc/) | $5.4M | 134,867 | 1.1% | 10 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $4.8M | 121,268 | 0.1% | 7 |
| [SILVIA MCCOLL WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1991983-silvia-mccoll-wealth-management-llc/) | $4.4M | 111,565 | 2.7% | 9 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $2.0M | 50,242 | 0.1% | 4 |
| [Lincoln Capital LLC](https://holderbook.com/funds/1633862-lincoln-capital-llc/) | $1.8M | 46,423 | 0.3% | 8 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $1.7M | 41,823 | 0.1% | 10 |
| [M.E. ALLISON & CO., INC.](https://holderbook.com/funds/1619532-m-e-allison-co-inc/) | $1.3M | 33,789 | 0.8% | 8 |
| [Capital Planning LLC](https://holderbook.com/funds/1790688-capital-planning-llc/) | $1.1M | 27,035 | 0.3% | 16 |
| [Olistico Wealth, LLC](https://holderbook.com/funds/1962695-olistico-wealth-llc/) | $902.6K | 22,689 | 0.4% | 14 |
| [PRIVATE CLIENT SERVICES, LLC](https://holderbook.com/funds/1457005-private-client-services-llc/) | $638.4K | 16,047 | 0.2% | 2 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $278.9K | 7,010 | 0.0% | 3 |
| [Harpswell Capital Advisors, LLC](https://holderbook.com/funds/1806630-harpswell-capital-advisors-llc/) | $250.6K | 6,300 | 0.2% | 2 |
| [AVAII WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1904431-avaii-wealth-management-llc/) | $213.8K | 5,351 | 0.1% | 2 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $88.4K | 2,222 | 0.0% | 7 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $74.1K | 1,862 | 0.0% | 11 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $35.6K | 894 | 0.0% | 10 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $25.1K | 630 | 0.0% | 6 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $48 | 1,198 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 22 | $111.7M |
| Q2 2026 | 456 | $10.0B |
| Q1 2026 | 417 | $7.0B |
| Q4 2025 | 397 | $6.2B |
| Q3 2025 | 351 | $5.6B |
| Q2 2025 | 325 | $4.8B |
| Q1 2025 | 307 | $3.8B |
| Q4 2024 | 296 | $3.6B |
| Q3 2024 | 248 | $3.2B |
| Q2 2024 | 237 | $2.8B |
| Q1 2024 | 213 | $2.3B |
| Q4 2023 | 185 | $1.8B |

