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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Coston, McIsaac & Partners | History | Added to | 192 | 15 | 0.0% | 0.0% | 1 | +1 | 0.52% | Q3 2026 | Nov 06, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.06% | — | -5,354 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -759 | -100.0% | Q3 2026 | Oct 26, 2026 |