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Disclosery

CGGO CAPITAL GROUP GBL GROWTH EQT

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SHS CREAT UNIT (fund)

Filings received so far for Q3 2026: 23 13F filers report a position in CGGO shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Wealth Science Advisors LLC696,356$27.7M11.65%+27,23613F-HRTimeline
LifeGoal Investments, LLC583,487$23.2M7.08%+46,54713F-HRTimeline
Stonebridge Financial Group, LLC507,591$20.2M1.49%+49,46213F-HRTimeline
Farther Finance Advisors, LLC198,417$7.89M0.06%-26,45913F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC190,193$7.6M1.09%+39413F-HRTimeline
Bill Few Associates, Inc.134,867$5.37M1.12%+10,80913F-HRTimeline
Venture Visionary Partners LLC121,268$4.82M0.13%+17,01713F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC111,565$4.44M2.66%+2,78313F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC50,242$2M0.13%-34613F-HRTimeline
Lincoln Capital LLC46,423$1.85M0.32%+11,83313F-HRTimeline
First Heartland Consultants, Inc.41,823$1.66M0.11%+4,29313F-HRTimeline
M.E. ALLISON & CO., INC.33,789$1.34M0.75%+1,31513F-HRTimeline
Capital Planning LLC27,035$1.08M0.29%013F-HRTimeline
Olistico Wealth, LLC22,689$903K0.38%013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC16,047$638K0.17%+3,16813F-HRTimeline
SAPIENT CAPITAL LLC7,010$279K<0.01%013F-HRTimeline
Harpswell Capital Advisors, LLC6,300$251K0.16%-1,30013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC5,351$214K0.06%013F-HRTimeline
GAMMA Investing LLC2,222$88.4K<0.01%+1,48513F-HRTimeline
CoreCap Advisors, LLC1,862$74.1K<0.01%+15113F-HRTimeline
CX Institutional1,198$48K<0.01%-20013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC894$35.6K0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST630$25.1K<0.01%013F-HRTimeline