SEC 13F Intelligence

Eq Wealth Advisors, LLC / CGGOUSD

Eq Wealth Advisors, LLC’s Capital Group Gbl Growth Eqt Position

Does Eq Wealth Advisors, LLC own Capital Group Gbl Growth Eqt (CGGOUSD)? Yes — 116.1K shares worth $4M (+2.26% of its 13F portfolio) as of Q1 2026, up from 103.0K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
116.1K
% of Portfolio
+2.26%
Quarters Held
6
currently held

Position History CGGOUSD

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $4MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026116.1K$4M+2.26%
Q4 2025103.0K$4M+2.11%
Q3 202592.7K$3M+2.08%
Q2 202585.5K$3M+1.86%
Q1 202574.6K$2M+1.68%
Q4 202459.2K$2M+1.66%

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