Amer FNDS Grwth & Inc.-F2GAIEX
13F holders, Q1 2025 (March 31)1holders
1new positions
0sold out
$18.98avg. 13F price*
At the end of Q1 2025, 1 institutions reported holding Amer FNDS Grwth & Inc.-F2 (GAIEX) in their 13F filings, unchanged from Q2 2024. 1 opened new positions and 0 sold out. The largest holder was Ascentis Wealth Management, LLC ($225K).
- Company
- Amer FNDS Grwth & Inc.-F2
- Filed as
- AMERICAN FUNDS GROWTH AN (Q1 2025)
- CUSIP
- 02630R609
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $225K |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q1 2025: 11,840 shares bought, net +11,840 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Ascentis Wealth Management, LLC | 0.07% | New | 11,840 | $225K |
"% of holder's portfolio" is GAIEX's weight in each manager's 13F, not the share of Amer FNDS Grwth & Inc.-F2 the manager owns.