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 | 8,811 | 619 | 0.16% | 0.14% | 1 | +32 | 0.36% | Q1 2026 | May 08, 2026 |
| Coston, McIsaac & Partners | History | No change | 190 | 13 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| McIlrath & Eck, LLC | History | New | 151 | 10 | 0.0% | — | 3 | +151 | New | Q1 2026 | May 19, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,190 | -100.0% | Q1 2026 | May 01, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -904 | -100.0% | Q1 2026 | May 11, 2026 |