AWA
CGGO icon

Arkadios Wealth Advisors’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Arkadios Wealth Advisors’s Portfolio CGGO Stock Details CGGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.51M Buy
75,228
+1,869
+3% +$66.5K 0.04% 432
2025
Q4 		$2.54M Buy
73,359
+39,046
+114% +$1.35M 0.05% 379
2025
Q3 		$1.17M Sell
34,313
-1,433
-4% -$47K 0.03% 580
2025
Q2 		$1.14M Buy
35,746
+2,685
+8% +$79.2K 0.03% 523
2025
Q1 		$937K Hold
33,061
– – 0.04% 481
2024
Q4 		$966K Buy
33,061
+294
+0.9% +$8.82K 0.05% 344
2024
Q3 		$988K Buy
32,767
+172
+0.5% +$5.04K 0.06% 328
2024
Q2 		$960K Buy
32,595
+8,367
+35% +$242K 0.06% 291
2024
Q1 		$698K Hold
24,228
– – 0.05% 311
2023
Q4 		$623K Buy
+24,228
New +$582K 0.05% 318

Other funds holding CGGO

CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
FFS
Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return