SEC 13F Intelligence

Northwest Financial Advisors / CGGO

Northwest Financial Advisors’s Capital Group Gbl Growth Eqt Position

Does Northwest Financial Advisors own Capital Group Gbl Growth Eqt (CGGO)? Yes — 64.4K shares worth $2M (+4.15% of its 13F portfolio) as of Q1 2026, up from 60.4K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
64.4K
% of Portfolio
+4.15%
Quarters Held
10
currently held

Position History CGGO

Reported value by quarter
Q4 ’23: $992,966Q4 ’23Q1 ’24: $1MQ2 ’24: $1MQ2 ’24Q3 ’24: $1MQ4 ’24: $1MQ4 ’24Q1 ’25: $1MQ2 ’25: $2MQ2 ’25Q3 ’25: $2MQ4 ’25: $2MQ4 ’25Q1 ’26: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202664.4K$2M+4.15%
Q4 202560.4K$2M+4.30%
Q3 202560.0K$2M+2.64%
Q2 202560.3K$2M+2.69%
Q1 202550.6K$1M+1.19%
Q4 202446.8K$1M+1.13%
Q3 202446.8K$1M+1.12%
Q2 202445.7K$1M+1.37%
Q1 202446.2K$1M+1.46%
Q4 202338.6K$992,966+0.84%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Northwest Financial Advisors’s full portfolio or all institutional holders of CGGO.