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CGGO icon

Barrett & Company’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Barrett & Company’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 		$300K Hold
8,977
– – 0.1% 117
2025
Q4 		$311K Buy
8,977
+10
+0.1% +$345 0.1% 107
2025
Q3 		$306K Buy
8,967
+758
+9% +$24.8K 0.11% 112
2025
Q2 		$262K Hold
8,209
– – 0.1% 127
2025
Q1 		$233K Hold
8,209
– – 0.1% 126
2024
Q4 		$240K Buy
8,209
+5,754
+234% +$173K 0.1% 125
2024
Q3 		$74K Buy
2,455
+2,125
+644% +$62.2K 0.03% 226
2024
Q2 		$9.71K Hold
330
– – ﹤0.01% 430
2024
Q1 		$9.5K Hold
330
– – ﹤0.01% 433
2023
Q4 		$8.49K Hold
330
– – ﹤0.01% 426
2023
Q3 		$7.56K Buy
+330
New +$7.91K ﹤0.01% 443

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