SEC 13F Intelligence

Ridgeline Wealth Planning, LLC / CGGOUSD

Ridgeline Wealth Planning, LLC’s Capital Group Gbl Growth Eqt Position

Does Ridgeline Wealth Planning, LLC own Capital Group Gbl Growth Eqt (CGGOUSD)? Yes — 340.4K shares worth $11M (+8.29% of its 13F portfolio) as of Q1 2026, up from 336.0K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
340.4K
% of Portfolio
+8.29%
Quarters Held
6
currently held

Position History CGGOUSD

Reported value by quarter
Q4 ’24: $12MQ4 ’24Q1 ’25: $12MQ1 ’25Q2 ’25: $14MQ2 ’25Q3 ’25: $14MQ3 ’25Q4 ’25: $12MQ4 ’25Q1 ’26: $11MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026340.4K$11M+8.29%
Q4 2025336.0K$12M+8.31%
Q3 2025396.5K$14M+10.18%
Q2 2025451.7K$14M+11.89%
Q1 2025424.0K$12M+11.80%
Q4 2024415.4K$12M+11.62%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ridgeline Wealth Planning, LLC’s full portfolio or all institutional holders of CGGOUSD.