Atria Wealth Solutions’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$2.22M	Sell	68,714 -98,064	-59%	-$2.89M	0.05%	391
2025 Q1	$4.72M	Buy	166,778 +21,089	+14%	+$627K	0.06%	350
2024 Q4	$4.26M	Buy	145,689 +35,301	+32%	+$1.06M	0.05%	400
2024 Q3	$3.33M	Buy	110,388 +59,662	+118%	+$1.75M	0.04%	462
2024 Q2	$1.5M	Buy	50,726 +33,126	+188%	+$958K	0.02%	733
2024 Q1	$507K	Sell	17,600 -2,997	-15%	-$81.6K	0.01%	1256
2023 Q4	$531K	Sell	20,597 -146,374	-88%	-$3.51M	0.01%	1177
2023 Q3	$3.83M	Sell	166,971 -27,121	-14%	-$650K	0.05%	357
2023 Q2	$4.72M	Buy	194,092 +158,330	+443%	+$3.73M	0.06%	301
2023 Q1	$825K	Buy	+35,762	New	+$799K	0.01%	877

Other funds holding CGGO

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atria Wealth Solutions's CGGO Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Capital Group Global Growth Equity ETF (CGGO) stake by 59% in Q2 2025, selling an estimated $2.89M and leaving 68,714 shares worth $2.22M. The position accounts for 0.05% of the portfolio, ranked #391.

Atria Wealth Solutions first reported a position in CGGO in Q1 2023 and has held it in 10 quarters since. The position peaked at $4.72M in Q1 2025. 326 funds tracked by Wall St. Rank hold CGGO as of Q2 2025.

Atria Wealth Solutions held 68,714 shares of Capital Group Global Growth Equity ETF worth $2.22M as of Q2 2025.
Atria Wealth Solutions sold 98,064 Capital Group Global Growth Equity ETF shares in Q2 2025, an estimated $2.89M.
Capital Group Global Growth Equity ETF made up 0.05% of Atria Wealth Solutions's portfolio in Q2 2025, its #391 holding.
Atria Wealth Solutions first reported a position in Capital Group Global Growth Equity ETF in Q1 2023 and has held it in 10 quarters since.
Atria Wealth Solutions's Capital Group Global Growth Equity ETF position peaked at $4.72M in Q1 2025.
326 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.