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 | Reduced | 5,354 | 437 | 0.06% | 0.16% | 1 | -3,457 | -39.24% | Q2 2026 | Aug 06, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 759 | 61 | 0.01% | — | 2 | +759 | New | Q2 2026 | Jul 15, 2026 |
| Coston, McIsaac & Partners | History | Added to | 191 | 15 | 0.0% | 0.0% | 3 | +1 | 0.53% | Q2 2026 | Aug 12, 2026 |
| McIlrath & Eck, LLC | History | No change | 151 | 10 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q1 2026 | May 19, 2026 |