SEC 13F Intelligence

Aa Financial Advisors, LLC / CGGOUSD

Aa Financial Advisors, LLC’s Capital Group Gbl Growth Eqt Position

Does Aa Financial Advisors, LLC own Capital Group Gbl Growth Eqt (CGGOUSD)? Yes — 284.2K shares worth $9M (+1.34% of its 13F portfolio) as of Q1 2026, down from 325.7K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
284.2K
% of Portfolio
+1.34%
Quarters Held
9
currently held

Position History CGGOUSD

Reported value by quarter
Q1 ’24: $3MQ1 ’24Q2 ’24: $5MQ3 ’24: $7MQ3 ’24Q4 ’24: $8MQ1 ’25: $8MQ1 ’25Q2 ’25: $9MQ3 ’25: $11MQ3 ’25Q4 ’25: $11MQ1 ’26: $9MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026284.2K$9M+1.34%
Q4 2025325.7K$11M+2.09%
Q3 2025328.4K$11M+2.21%
Q2 2025294.7K$9M+2.03%
Q1 2025287.6K$8M+1.99%
Q4 2024270.2K$8M+2.11%
Q3 2024229.7K$7M+2.01%
Q2 2024163.9K$5M+1.70%
Q1 2024117.1K$3M+1.36%

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