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Beacon Financial Advisory’s
Capital Group Global Growth Equity ETF
CGGO
Stock Holding History
Beacon Financial Advisory’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
$2.07M
Buy
61,950
+911
+1%
+$32.4K
0.47%
41
2025
Q4
$2.12M
Buy
61,039
+6,484
+12%
+$224K
0.49%
40
2025
Q3
$1.86M
Buy
54,555
+2,357
+5%
+$77.3K
0.43%
46
2025
Q2
$1.67M
Buy
52,198
+7,307
+16%
+$216K
0.43%
48
2025
Q1
$1.27M
Buy
44,891
+14,474
+48%
+$430K
0.39%
59
2024
Q4
$889K
Buy
30,417
+3,853
+15%
+$116K
0.29%
96
2024
Q3
$801K
Buy
26,564
+2,829
+12%
+$82.9K
0.27%
103
2024
Q2
$699K
Buy
23,735
+6,530
+38%
+$189K
0.26%
113
2024
Q1
$496K
Sell
17,205
-184
-1%
-$5.01K
0.24%
121
2023
Q4
$447K
Sell
17,389
-138
-0.8%
-$3.31K
0.22%
133
2023
Q3
$402K
Buy
17,527
+991
+6%
+$23.8K
0.22%
137
2023
Q2
$402K
Buy
16,536
+2,410
+17%
+$56.8K
0.23%
136
2023
Q1
$326K
Buy
14,126
+4,515
+47%
+$101K
0.21%
142
2022
Q4
$202K
Buy
+9,611
New
+$196K
0.14%
180
Other funds holding CGGO
CGPCS
Capital Group Private Client Services
Los Angeles, California
$5.93B AUM
27.73%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
Cetera Investment Advisers
Schaumburg, Illinois
$94B AUM
20.14%
1-Year Est. Return
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
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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