Funds holding Capital World Growth and Incom
1 fund declares a position · 0 ETFs and 1 other funds · 10.3M $ · US1405431172
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | GuidePath Conservative Allocation Fund GPS Funds II | 146,051 | 10.3M $ | 1.74 % | as of Mar 31, 2026 · Original filing |
Institutional managers
3 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | 8,811 | 619.5K $ | as of Mar 31, 2026 |
| McIlrath & Eck, LLC | 151 | 10.6K $ | as of Mar 31, 2026 |
| Coston, McIsaac & Partners | 190 | 13 $ | as of Mar 31, 2026 |