Af Cap WLRD GR & Inc.-F1CWGFX
13F holders, Q1 2025 (March 31)2holders −1
0new positions
1sold out
$60.44avg. 13F price*
At the end of Q1 2025, 2 institutions reported holding Af Cap WLRD GR & Inc.-F1 (CWGFX) in their 13F filings, down 1 from Q4 2024. 0 opened new positions and 1 sold out. The largest holders were Transce3nd, LLC ($15K) and Financial Gravity Asset Management, Inc. ($4K).
- Company
- Af Cap WLRD GR & Inc.-F1
- Filed as
- AMERICAN FUNDS CAPITAL WORLD GR&INC F1 (Q1 2025)
- CUSIP
- 140543406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $3K |
All 13F filers, Q4 2024 → Q1 2025: 1 shares bought and 51 shares sold, net −50 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Transce3nd, LLC | 0.01% | Add +0.4% | 257 | $15K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 58 | $4K |
"% of holder's portfolio" is CWGFX's weight in each manager's 13F, not the share of Af Cap WLRD GR & Inc.-F1 the manager owns.