CAPITAL WORLD GROWTH & INCOME FUND - FWGIX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | History | Added to | 8,779 | 627 | 0.14% | 0.16% | 1 | +270 | 3.17% | Q4 2025 | Jan 20, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 1,190 | 84 | 0.01% | — | 2 | +1,190 | New | Q4 2025 | Jan 30, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 904 | 64 | 0.04% | — | 3 | +904 | New | Q4 2025 | Feb 18, 2026 |
| Coston, McIsaac & Partners | History | Added to | 190 | 13 | 0.0% | 0.0% | 4 | +17 | 9.83% | Q4 2025 | Feb 03, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -730 | -100.0% | Q3 2025 | Oct 23, 2025 |