CAPITAL WORLD GROWTH & INCOME FUND - CWGIX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Coston, McIsaac & Partners | History | No change | 11,603 | 948 | 0.19% | 0.18% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 3,697 | 302 | 0.04% | 0.04% | 2 | -274 | -6.9% | Q2 2026 | Jul 27, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 1,344 | 109 | 0.03% | — | 3 | +1,344 | New | Q2 2026 | Jul 15, 2026 |
| Financial Gravity Companies, Inc. | History | New | 468 | 38 | 0.01% | — | 4 | +468 | New | Q2 2026 | Aug 05, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 467 | 32 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| McIlrath & Eck, LLC | History | No change | 173 | 12 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| BECK MACK & OLIVER LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -26,108 | -100.0% | Q2 2026 | Aug 14, 2026 |