SEC 13F Intelligence

Evergreen Wealth Partners LLC / CGGOUSD

Evergreen Wealth Partners LLC’s Capital Group Gbl Growth Eqt Position

Does Evergreen Wealth Partners LLC own Capital Group Gbl Growth Eqt (CGGOUSD)? Yes74.7K shares worth $2M (+1.90% of its 13F portfolio) as of Q1 2026, up from 22.6K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
74.7K
% of Portfolio
+1.90%
Quarters Held
2
currently held

Position History CGGOUSD

Reported value by quarter
Q4 ’25: $782,557Q4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202674.7K$2M+1.90%
Q4 202522.6K$782,557+0.66%

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