Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CAPITAL GROUP GBL GROWTH EQT (CGGO)

403 + Investors. Track Smart Money conviction in CGGO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +41
Streak
11Q ▲
Buyers last Q
77%

Smart Money Signals — CGGO

Based on 386 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added CGGO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
386 hedge funds hold CGGO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +37% more funds vs a year ago

fund count last 6Q
+104 new funds entered over the past year (+37% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 77% buying

289 buying86 selling
Last quarter: 289 funds were net buyers (61 opened a brand new position + 228 added to an existing one). Only 86 were sellers (66 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new CGGO position: 40 → 35 → 50 → 61. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 37% long-term, 28% new

■ 37% conviction (2yr+) ■ 35% medium ■ 28% new
Of the 386 current holders: 141 (37%) held >2 years, 137 held 1–2 years, and 108 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

58 → 40 → 35 → 50 → 61 new funds/Q
New funds entering each quarter: 40 → 35 → 50 → 61. A growing number of institutions are discovering CGGO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 33% veterans, 45% new entrants

■ 33% veterans ■ 22% 1-2yr ■ 45% new
Of 386 current holders: 127 (33%) held 2+ years, 84 held 1–2 years, 175 (45%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
20 of 386 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CGGO

In 2025 Q4, 289 hedge funds were net buyers of CGGO (61 opened a new position, 228 added to an existing one), while 86 reduced or exited (66 trimmed, 20 sold completely) — a 77% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 34% of total institutional value in CGGO is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +41 funds (more new holders than closures). Total institutional holders: 386.

Hedge Fund Ownership: CGGO

How many hedge funds hold CGGO — quarterly history vs. share price
Quarterly hedge fund ownership of CGGO vs. share price

Market Analysis: CGGO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CGGO

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy CAPITAL GROUP GBL GROWTH EQT (CGGO) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CGGO has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 50d ago
CGGO
+18.1%
SPY
+42.5%

CGGO outperformed SPY by -24.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 5d ago
CGGO
-1.0%
SPY
-1.8%

Since the filing became public, CGGO outperformed SPY by +0.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 21 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
4.4
/ 10
conviction
Hedge Fund Positioning: CGGO
403 + Investors

Track Smart Money conviction in CGGO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 403 386 4.4%
13F Shares 199M 187M 6.46%
Total Value $6.45B $5.80B 11.29%
New Positions 48 61 -13
Increased Positions 212 228 -16
Closed Positions 31 20 +11
Reduced Positions 90 66 +24
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CGGO

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Institutional Holders (2026 Q1)

403 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CGGO. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of CGGO — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Financial Council, LLC 20.06% 1,558,410 $52.0M
2 Forge Financial Services LLC 19.70% 5,827,389 $194.5M
3 Capital Group Private Client Services, Inc. 13.30% 23,643,002 $789.0M
4 Wealth Science Advisors LLC 12.41% 636,392 $22.1M
5 LifeGoal Investments, LLC 9.21% 473,839 $16.1M
6 Michael Brady & Co., LLC 8.92% 265,957 $8.9M
7 Ridgeline Wealth Planning, LLC 8.29% 340,353 $11.4M
8 Frazier Financial Advisors, LLC 7.30% 395,328 $13.2M
9 BNB Wealth Management, LLC 7.22% 337,093 $11.2M
10 Ergawealth Advisors, Inc. 7.19% 487,615 $16.3M
11 Arlington Financial Advisors, LLC 7.02% 1,477,118 $49.3M
12 Reliant Wealth Planning 6.49% 643,596 $21.5M
13 Boyer Financial Services, Inc. 6.13% 173,332 $5.8M
14 Gutierrez Wealth Advisory, LLC 4.92% 237,285 $7.9M
15 J. Derek Lewis & Associates Inc. 4.75% 584,262 $20.2M
16 Northwest Financial Advisors 4.15% 64,383 $2.1M
17 Carson Advisory Inc. 4.10% 236,964 $7.9M
18 NavPoint Financial, Inc. 3.41% 252,942 $8.4M
19 LVW Advisors, LLC 3.32% 1,044,217 $34.8M
20 Entruity Wealth, LLC 3.26% 143,905 $4.8M
21 Smith Thornton Advisors LLC 2.58% 153,251 $5.1M
22 ORBA Wealth Advisors, L.L.C. 2.48% 62,210 $2.1M
23 SILVIA MCCOLL WEALTH MANAGEMENT, LLC 2.42% 110,051 $3.7M
24 Clarity Wealth Advisors, LLC 2.33% 340,231 $11.4M
25 EQ WEALTH ADVISORS, LLC 2.26% 116,060 $3.9M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — CAPITAL GROUP GBL GROWTH EQT (CGGO)

What does the Smart Money Trend signal show for CGGO?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added CGGO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CGGO?

More buyers than sellers — 77% buying: Last quarter: 289 funds were net buyers (61 opened a brand new position + 228 added to an existing one). Only 86 were sellers (66 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CGGO holders?

Strong quality — 34% AUM from major funds: 20 of 386 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held CGGO?

Mixed — 37% long-term, 28% new: Of the 386 current holders: 141 (37%) held >2 years, 137 held 1–2 years, and 108 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy CAPITAL GROUP GBL GROWTH EQT (CGGO) following the 2026 Q1 hedge fund 13F filings?

As of today, CGGO has moved -1.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of +0.8%. Since the quarter end (March 31, 2026), CGGO has gained +18.1% vs +42.5% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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